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Van Hulzen Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Van Hulzen Asset 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 		$2.34M Sell
6,923
-828
-11% -$254K 0.17% 101
2026
Q1 		$2.06M Sell
7,751
-107
-1% -$29.1K 0.15% 97
2025
Q4 		$2.02M Sell
7,858
-761
-9% -$195K 0.15% 106
2025
Q3 		$2.25M Sell
8,619
-339
-4% -$88.9K 0.17% 98
2025
Q2 		$2.08M Sell
8,958
-1,048
-10% -$238K 0.17% 100
2025
Q1 		$2.25M Sell
10,006
-603
-6% -$149K 0.21% 95
2024
Q4 		$2.54M Sell
10,609
-3,677
-26% -$917K 0.19% 96
2024
Q3 		$3.19M Buy
14,286
+165
+1% +$33.6K 0.23% 83
2024
Q2 		$2.74M Buy
14,121
+830
+6% +$158K 0.18% 86
2024
Q1 		$2.63M Buy
13,291
+906
+7% +$166K 0.17% 95
2023
Q4 		$2.14M Buy
12,385
+266
+2% +$43.1K 0.15% 100
2023
Q3 		$1.87M Buy
12,119
+3,502
+41% +$525K 0.14% 105
2023
Q2 		$1.25M Buy
8,617
+5,152
+149% +$687K 0.11% 109
2023
Q1 		$492K Buy
+3,465
New +$470K 0.05% 177

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

Van Hulzen Asset Management's AIT Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Applied Industrial Technologies (AIT) stake by 11% in Q2 2026, selling an estimated $254K and leaving 6,923 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #101.

Van Hulzen Asset Management first reported a position in AIT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.19M in Q3 2024. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Van Hulzen Asset Management held 6,923 shares of Applied Industrial Technologies worth $2.34M as of Q2 2026.
  • Van Hulzen Asset Management sold 828 Applied Industrial Technologies shares in Q2 2026, an estimated $254K.
  • Applied Industrial Technologies made up 0.17% of Van Hulzen Asset Management's portfolio in Q2 2026, its #101 holding.
  • Van Hulzen Asset Management first reported a position in Applied Industrial Technologies in Q1 2023 and has held it in 14 quarters since.
  • Van Hulzen Asset Management's Applied Industrial Technologies position peaked at $3.19M in Q3 2024.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.