WBI Investments’s Applied Industrial Technologies AIT Stock Holding History

WBI Investments’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	$862K	Sell	3,247 -5,203	-62%	-$1.42M	0.24%	126
2025 Q4	$2.17M	Buy	8,450 +5,821	+221%	+$1.49M	0.57%	31
2025 Q3	$686K	Buy	2,629 +1,666	+173%	+$437K	0.18%	150
2025 Q2	$224K	Buy	+963	New	+$219K	0.06%	244
2018 Q2	–	Sell	-103,118	Closed	-$7.52M	–	232
2018 Q1	$7.52M	Buy	103,118 +70,217	+213%	+$5.04M	0.39%	53
2017 Q4	$2.24M	Buy	+32,901	New	+$2.09M	0.1%	139
2013 Q3	–	Sell	-65,332	Closed	-$3.16M	–	111
2013 Q2	$3.16M	Buy	+65,332	New	+$2.97M	0.23%	65

Other funds holding AIT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

WBI Investments's AIT Position: Q1 2026 in Review

WBI Investments reduced its Applied Industrial Technologies (AIT) stake by 62% in Q1 2026, selling an estimated $1.42M and leaving 3,247 shares worth $862K. The position accounts for 0.24% of the portfolio, ranked #126.

WBI Investments first reported a position in AIT in Q2 2013 and has held it in 7 quarters since. The position peaked at $7.52M in Q1 2018. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

WBI Investments held 3,247 shares of Applied Industrial Technologies worth $862K as of Q1 2026.
WBI Investments sold 5,203 Applied Industrial Technologies shares in Q1 2026, an estimated $1.42M.
Applied Industrial Technologies made up 0.24% of WBI Investments's portfolio in Q1 2026, its #126 holding.
WBI Investments first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 7 quarters since.
WBI Investments's Applied Industrial Technologies position peaked at $7.52M in Q1 2018.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.