Waratah Capital Advisors’s Applied Industrial Technologies AIT Stock Holding History

Waratah Capital Advisors’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	–	Sell	-1,385	Closed	-$356K	–	128
2025 Q4	$356K	Hold	1,385	–	–	0.01%	146
2025 Q3	$362K	Buy	+1,385	New	+$363K	0.01%	174
2025 Q2	–	Sell	-7,620	Closed	-$1.72M	–	158
2025 Q1	$1.72M	Buy	+7,620	New	+$1.88M	0.05%	133
2024 Q3	–	Sell	-42,299	Closed	-$8.21M	–	139
2024 Q2	$8.21M	Buy	+42,299	New	+$8.07M	0.3%	71

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Waratah Capital Advisors's AIT Position: Q1 2026 in Review

Waratah Capital Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2026, closing a stake of 1,385 shares — an estimated $356K sold.

Waratah Capital Advisors first reported a position in AIT in Q2 2024 and held it in 4 quarters. The position peaked at $8.21M in Q2 2024. 584 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Waratah Capital Advisors reported no remaining Applied Industrial Technologies position as of Q1 2026 after selling out during the quarter.
Waratah Capital Advisors sold 1,385 Applied Industrial Technologies shares in Q1 2026, an estimated $356K.
Waratah Capital Advisors first reported a position in Applied Industrial Technologies in Q2 2024 and held it in 4 quarters.
Waratah Capital Advisors's Applied Industrial Technologies position peaked at $8.21M in Q2 2024.
584 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.