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Synergy Investment Management’s Applied Industrial Technologies AIT Stock Holding History

Synergy Investment Management’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 		$15.4K Hold
45
– – ﹤0.01% 560
2026
Q1 		$12.1K Buy
+45
New +$12.2K ﹤0.01% 476
2025
Q2 		– Sell
-45
Closed -$10.2K – 95
2025
Q1 		$10.2K Sell
45
-1
-2% -$246 ﹤0.01% 383
2024
Q4 		$10.9K Buy
+46
New +$11.5K ﹤0.01% 384

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

Synergy Investment Management's AIT Position: Q2 2026 in Review

Synergy Investment Management held its Applied Industrial Technologies (AIT) position steady in Q2 2026 at 45 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Synergy Investment Management first reported a position in AIT in Q4 2024 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Synergy Investment Management held 45 shares of Applied Industrial Technologies worth $15.4K as of Q2 2026.
  • Synergy Investment Management left its Applied Industrial Technologies share count unchanged in Q2 2026.
  • Applied Industrial Technologies made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #560 holding.
  • Synergy Investment Management first reported a position in Applied Industrial Technologies in Q4 2024 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 Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.