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 Q2	–	Sell	-3,247	Closed	-$862K	–	288
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 $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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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

WBI Investments's AIT Position: Q2 2026 in Review

WBI Investments sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 3,247 shares — an estimated $862K sold.

WBI Investments first reported a position in AIT in Q2 2013 and held it in 7 quarters. The position peaked at $7.52M in Q1 2018. 621 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

WBI Investments reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 3,247 Applied Industrial Technologies shares in Q2 2026, an estimated $862K.
WBI Investments first reported a position in Applied Industrial Technologies in Q2 2013 and held it in 7 quarters.
WBI Investments's Applied Industrial Technologies position peaked at $7.52M in Q1 2018.
621 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.