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Wellington Shields Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Wellington Shields Capital 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 		$271K Buy
+800
New +$245K 0.03% 232
2019
Q3 		– Sell
-5,300
Closed -$326K – 262
2019
Q2 		$326K Hold
5,300
– – 0.05% 227
2019
Q1 		$315K Hold
5,300
– – 0.05% 225
2018
Q4 		$286K Sell
5,300
-100
-2% -$6.53K 0.05% 224
2018
Q3 		$423K Hold
5,400
– – 0.07% 217
2018
Q2 		$379K Hold
5,400
– – 0.06% 220
2018
Q1 		$394K Buy
+5,400
New +$387K 0.06% 231

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 $3.38T AUM 44.17% 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

Wellington Shields Capital Management's AIT Position: Q2 2026 in Review

Wellington Shields Capital Management opened a new position in Applied Industrial Technologies (AIT) in Q2 2026: 800 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings. This is a return to the name: Wellington Shields Capital Management previously reported a position in AIT as recently as Q2 2019.

Wellington Shields Capital Management first reported a position in AIT in Q1 2018 and has held it in 7 quarters since. The position peaked at $423K in Q3 2018. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Wellington Shields Capital Management held 800 shares of Applied Industrial Technologies worth $271K as of Q2 2026.
  • Applied Industrial Technologies was a new Wellington Shields Capital Management position in Q2 2026.
  • Applied Industrial Technologies made up 0.03% of Wellington Shields Capital Management's portfolio in Q2 2026, its #232 holding.
  • Wellington Shields Capital Management first reported a position in Applied Industrial Technologies in Q1 2018 and has held it in 7 quarters since.
  • Wellington Shields Capital Management's Applied Industrial Technologies position peaked at $423K in Q3 2018.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.