US Asset Management LLC’s Applied Industrial Technologies AIT Stock Holding History

US Asset Management LLC’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	$336K	Hold	1,266	–	–	0.29%	88
2025 Q4	$325K	Buy	1,266 +41	+3%	+$10.5K	0.27%	87
2025 Q3	$320K	Sell	1,225 -550	-31%	-$144K	0.26%	91
2025 Q2	$413K	Hold	1,775	–	–	0.36%	69
2025 Q1	$400K	Sell	1,775 -43	-2%	-$10.6K	0.38%	71
2024 Q4	$435K	Buy	+1,818	New	+$453K	0.39%	70
2024 Q3	–	Sell	-2,053	Closed	-$398K	–	112
2024 Q2	$398K	Sell	2,053 -12	-0.6%	-$2.29K	0.36%	81
2024 Q1	$408K	Hold	2,065	–	–	0.37%	84
2023 Q4	$357K	Buy	+2,065	New	+$334K	0.35%	90
2023 Q2	$298K	Hold	2,058	–	–	0.31%	104
2023 Q1	$293K	Sell	2,058 -27	-1%	-$3.66K	0.3%	104
2022 Q4	$263K	Buy	+2,085	New	+$256K	0.28%	109
2022 Q2	$202K	Buy	2,105 +45	+2%	+$4.54K	0.22%	120
2022 Q1	$211K	Hold	2,060	–	–	0.19%	121
2021 Q4	$212K	Hold	2,060	–	–	0.2%	125
2021 Q3	$186K	Buy	+2,060	New	+$181K	0.18%	130

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

US Asset Management LLC's AIT Position: Q1 2026 in Review

US Asset Management LLC held its Applied Industrial Technologies (AIT) position steady in Q1 2026 at 1,266 shares worth $336K. The position accounts for 0.29% of the portfolio, ranked #88.

US Asset Management LLC first reported a position in AIT in Q3 2021 and has held it in 16 quarters since. The position peaked at $435K in Q4 2024. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

US Asset Management LLC held 1,266 shares of Applied Industrial Technologies worth $336K as of Q1 2026.
US Asset Management LLC left its Applied Industrial Technologies share count unchanged in Q1 2026.
Applied Industrial Technologies made up 0.29% of US Asset Management LLC's portfolio in Q1 2026, its #88 holding.
US Asset Management LLC first reported a position in Applied Industrial Technologies in Q3 2021 and has held it in 16 quarters since.
US Asset Management LLC's Applied Industrial Technologies position peaked at $435K in Q4 2024.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on US Asset Management LLC's 13F filing for Q1 2026, filed 10 Jun 2026.