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Summit Financial’s Applied Industrial Technologies AIT Stock Holding History

Summit Financial’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Sell
973
-49
-5% -$15K ﹤0.01% 1277
2026
Q1 		$271K Buy
1,022
+18
+2% +$4.9K ﹤0.01% 1229
2025
Q4 		$258K Buy
1,004
+10
+1% +$2.56K ﹤0.01% 1139
2025
Q3 		$259K Buy
+994
New +$261K ﹤0.01% 1115

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Financial's AIT Position: Q2 2026 in Review

Summit Financial reduced its Applied Industrial Technologies (AIT) stake by 4.8% in Q2 2026, selling an estimated $15K and leaving 973 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Summit Financial first reported a position in AIT in Q3 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Summit Financial held 973 shares of Applied Industrial Technologies worth $329K as of Q2 2026.
  • Summit Financial sold 49 Applied Industrial Technologies shares in Q2 2026, an estimated $15K.
  • Applied Industrial Technologies made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1277 holding.
  • Summit Financial first reported a position in Applied Industrial Technologies in Q3 2025 and has held it in 4 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.