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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
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
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

Vest Financial's AIT Position: Q2 2026 in Review

Vest Financial reduced its Applied Industrial Technologies (AIT) stake by 2% in Q2 2026, selling an estimated $162K and leaving 26,321 shares worth $8.9M. 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 6 quarters since. 619 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Vest Financial held 26,321 shares of Applied Industrial Technologies worth $8.9M as of Q2 2026.
  • Vest Financial sold 527 Applied Industrial Technologies shares in Q2 2026, an estimated $162K.
  • Applied Industrial Technologies made up 0.09% of Vest Financial's portfolio in Q2 2026, its #171 holding.
  • Vest Financial first reported a position in Applied Industrial Technologies in Q1 2025 and has held it in 6 quarters since.
  • 619 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.