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Waddell & Associates’s Applied Industrial Technologies AIT Stock Holding History

Waddell & Associates’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 		$644K Buy
1,904
+465
+32% +$143K 0.03% 209
2026
Q1 		$382K Buy
+1,439
New +$392K 0.02% 288

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

Waddell & Associates's AIT Position: Q2 2026 in Review

Waddell & Associates increased its Applied Industrial Technologies (AIT) stake by 32% in Q2 2026, buying an estimated $143K and bringing the position to 1,904 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #209.

Waddell & Associates first reported a position in AIT in Q1 2026 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Waddell & Associates held 1,904 shares of Applied Industrial Technologies worth $644K as of Q2 2026.
  • Waddell & Associates bought 465 Applied Industrial Technologies shares in Q2 2026, an estimated $143K.
  • Applied Industrial Technologies made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #209 holding.
  • Waddell & Associates first reported a position in Applied Industrial Technologies in Q1 2026 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.