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

VELA 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
Q1 		$3.53M Sell
13,317
-7,417
-36% -$2.02M 0.81% 39
2025
Q4 		$5.32M Sell
20,734
-4,808
-19% -$1.23M 1.25% 18
2025
Q3 		$6.67M Buy
25,542
+958
+4% +$251K 1.63% 15
2025
Q2 		$5.71M Buy
24,584
+2,794
+13% +$636K 1.55% 13
2025
Q1 		$4.91M Sell
21,790
-104
-0.5% -$25.6K 1.54% 14
2024
Q4 		$5.24M Sell
21,894
-2,774
-11% -$692K 1.46% 12
2024
Q3 		$5.5M Sell
24,668
-1,268
-5% -$258K 1.7% 10
2024
Q2 		$5.03M Buy
25,936
+2,584
+11% +$493K 1.56% 10
2024
Q1 		$4.61M Sell
23,352
-495
-2% -$90.4K 1.56% 12
2023
Q4 		$4.12M Sell
23,847
-1,414
-6% -$229K 1.58% 12
2023
Q3 		$3.91M Buy
25,261
+5,350
+27% +$802K 1.72% 14
2023
Q2 		$2.88M Hold
19,911
– – 1.33% 16
2023
Q1 		$2.83M Buy
19,911
+421
+2% +$57.1K 1.29% 20
2022
Q4 		$2.46M Buy
19,490
+308
+2% +$37.8K 1.21% 22
2022
Q3 		$1.97M Hold
19,182
– – 1.12% 25
2022
Q2 		$1.84M Buy
19,182
+49
+0.3% +$4.95K 1.06% 32
2022
Q1 		$1.96M Buy
19,133
+1,591
+9% +$158K 1.23% 27
2021
Q4 		$1.8M Buy
+17,542
New +$1.76M 1.21% 26

Other funds holding AIT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VELA Investment Management's AIT Position: Q1 2026 in Review

VELA Investment Management reduced its Applied Industrial Technologies (AIT) stake by 36% in Q1 2026, selling an estimated $2.02M and leaving 13,317 shares worth $3.53M. The position accounts for 0.81% of the portfolio, ranked #39.

VELA Investment Management first reported a position in AIT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.67M in Q3 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • VELA Investment Management held 13,317 shares of Applied Industrial Technologies worth $3.53M as of Q1 2026.
  • VELA Investment Management sold 7,417 Applied Industrial Technologies shares in Q1 2026, an estimated $2.02M.
  • Applied Industrial Technologies made up 0.81% of VELA Investment Management's portfolio in Q1 2026, its #39 holding.
  • VELA Investment Management first reported a position in Applied Industrial Technologies in Q4 2021 and has held it in 18 quarters since.
  • VELA Investment Management's Applied Industrial Technologies position peaked at $6.67M in Q3 2025.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.