WCM Investment Management
AIT icon

WCM Investment Management’s Applied Industrial Technologies AIT Stock Holding History

WCM Investment Management’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 		$33.4M Sell
99,840
-29,262
-23% -$8.98M 0.06% 78
2026
Q1 		$33.3M Sell
129,102
-4,590
-3% -$1.25M 0.08% 69
2025
Q4 		$34.9M Sell
133,692
-8,057
-6% -$2.06M 0.07% 62
2025
Q3 		$36.6M Sell
141,749
-911
-0.6% -$239K 0.08% 58
2025
Q2 		$33.1M Buy
142,660
+50,505
+55% +$11.5M 0.08% 54
2025
Q1 		$20.8M Buy
92,155
+8,006
+10% +$1.97M 0.05% 73
2024
Q4 		$20.1M Sell
84,149
-33,992
-29% -$8.48M 0.05% 91
2024
Q3 		$26.4M Sell
118,141
-5,116
-4% -$1.04M 0.06% 72
2024
Q2 		$23.8M Buy
123,257
+1,164
+1% +$222K 0.06% 84
2024
Q1 		$24.1M Buy
122,093
+639
+0.5% +$117K 0.06% 82
2023
Q4 		$21.2M Buy
121,454
+8,845
+8% +$1.43M 0.06% 89
2023
Q3 		$17.5M Buy
112,609
+2,396
+2% +$359K 0.05% 86
2023
Q2 		$16M Buy
110,213
+8,382
+8% +$1.12M 0.05% 101
2023
Q1 		$14.5M Buy
+101,831
New +$13.8M 0.05% 103

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

WCM Investment Management's AIT Position: Q2 2026 in Review

WCM Investment Management reduced its Applied Industrial Technologies (AIT) stake by 23% in Q2 2026, selling an estimated $8.98M and leaving 99,840 shares worth $33.4M. The position accounts for 0.06% of the portfolio, ranked #78.

WCM Investment Management first reported a position in AIT in Q1 2023 and has held it in 14 quarters since. The position peaked at $36.6M in Q3 2025. 618 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • WCM Investment Management held 99,840 shares of Applied Industrial Technologies worth $33.4M as of Q2 2026.
  • WCM Investment Management sold 29,262 Applied Industrial Technologies shares in Q2 2026, an estimated $8.98M.
  • Applied Industrial Technologies made up 0.06% of WCM Investment Management's portfolio in Q2 2026, its #78 holding.
  • WCM Investment Management first reported a position in Applied Industrial Technologies in Q1 2023 and has held it in 14 quarters since.
  • WCM Investment Management's Applied Industrial Technologies position peaked at $36.6M in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.