Vest Financial’s Applied Industrial Technologies AIT Stock Holding History

Vest Financial’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 Q3	$8.79M	Buy	26,463 +142	+0.5%	+$47.7K	0.09%	171
2026 Q2	$8.9M	Sell	26,321 -527	-2%	-$162K	0.09%	171
2026 Q1	$7.12M	Buy	26,848 +3,125	+13%	+$851K	0.09%	182
2025 Q4	$6.09M	Buy	23,723 +2,939	+14%	+$752K	0.08%	188
2025 Q3	$5.43M	Buy	20,784 +2,801	+16%	+$735K	0.07%	178
2025 Q2	$4.18M	Buy	17,983 +3,543	+25%	+$806K	0.06%	185
2025 Q1	$3.25M	Buy	+14,440	New	+$3.56M	0.05%	169

Other funds holding AIT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vest Financial's AIT Position: Q3 2026 in Review

Vest Financial increased its Applied Industrial Technologies (AIT) stake by 0.54% in Q3 2026, buying an estimated $47.7K and bringing the position to 26,463 shares worth $8.79M. The position accounts for 0.09% of the portfolio, ranked #171.

Vest Financial first reported a position in AIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.9M in Q2 2026. 517 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

Vest Financial held 26,463 shares of Applied Industrial Technologies worth $8.79M as of Q3 2026.
Vest Financial bought 142 Applied Industrial Technologies shares in Q3 2026, an estimated $47.7K.
Applied Industrial Technologies made up 0.09% of Vest Financial's portfolio in Q3 2026, its #171 holding.
Vest Financial first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 7 quarters since.
Vest Financial's Applied Industrial Technologies position peaked at $8.9M in Q2 2026.
517 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.