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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Summit Trail Advisors's AIT Position: Q1 2026 in Review

Summit Trail Advisors reduced its Applied Industrial Technologies (AIT) stake by 48% in Q1 2026, selling an estimated $392K and leaving 1,556 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #1224.

Summit Trail Advisors first reported a position in AIT in Q4 2017 and has held it in 17 quarters since. The position peaked at $769K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Summit Trail Advisors held 1,556 shares of Applied Industrial Technologies worth $413K as of Q1 2026.
Summit Trail Advisors sold 1,439 Applied Industrial Technologies shares in Q1 2026, an estimated $392K.
Applied Industrial Technologies made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1224 holding.
Summit Trail Advisors first reported a position in Applied Industrial Technologies in Q4 2017 and has held it in 17 quarters since.
Summit Trail Advisors's Applied Industrial Technologies position peaked at $769K in Q4 2025.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.