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Summit Trail Advisors’s Applied Industrial Technologies AIT Stock Holding History

Summit Trail Advisors’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 		$940K Buy
2,780
+1,224
+79% +$376K 0.01% 1009
2026
Q1 		$413K Sell
1,556
-1,439
-48% -$392K 0.01% 1224
2025
Q4 		$769K Buy
2,995
+362
+14% +$92.6K 0.01% 943
2025
Q3 		$687K Buy
2,633
+1,755
+200% +$460K 0.01% 986
2025
Q2 		$204K Buy
+878
New +$200K ﹤0.01% 1057
2025
Q1 		– Sell
-957
Closed -$229K – 426
2024
Q4 		$229K Sell
957
-748
-44% -$187K 0.01% 335
2024
Q3 		$380K Sell
1,705
-153
-8% -$31.2K 0.01% 477
2024
Q2 		$360K Sell
1,858
-10
-0.5% -$1.91K 0.01% 440
2024
Q1 		$369K Sell
1,868
-22
-1% -$4.02K 0.01% 413
2023
Q4 		$326K Buy
1,890
+33
+2% +$5.34K 0.01% 380
2023
Q3 		$287K Sell
1,857
-490
-21% -$73.5K 0.01% 383
2023
Q2 		$340K Hold
2,347
– – 0.01% 346
2023
Q1 		$334K Buy
2,347
+264
+13% +$35.8K 0.01% 297
2022
Q4 		$263K Hold
2,083
– – 0.01% 308
2022
Q3 		$214K Hold
2,083
– – 0.01% 323
2022
Q2 		$200K Hold
2,083
– – 0.01% 353
2022
Q1 		$214K Buy
+2,083
New +$207K 0.02% 293
2018
Q1 		– Sell
-4
Closed – – 451
2017
Q4 		$0 Buy
+4
New +$254 ﹤0.01% 1965

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 Trail Advisors's AIT Position: Q2 2026 in Review

Summit Trail Advisors increased its Applied Industrial Technologies (AIT) stake by 79% in Q2 2026, buying an estimated $376K and bringing the position to 2,780 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #1009.

Summit Trail Advisors first reported a position in AIT in Q4 2017 and has held it in 18 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Summit Trail Advisors held 2,780 shares of Applied Industrial Technologies worth $940K as of Q2 2026.
  • Summit Trail Advisors bought 1,224 Applied Industrial Technologies shares in Q2 2026, an estimated $376K.
  • Applied Industrial Technologies made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1009 holding.
  • Summit Trail Advisors first reported a position in Applied Industrial Technologies in Q4 2017 and has held it in 18 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.