Westfield Capital Management
AIT icon

Westfield Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Westfield 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 		$96.6M Sell
285,691
-3,510
-1% -$1.08M 0.32% 93
2026
Q1 		$76.7M Buy
289,201
+3,911
+1% +$1.06M 0.32% 102
2025
Q4 		$73.3M Buy
285,290
+50,556
+22% +$12.9M 0.31% 110
2025
Q3 		$61.3M Buy
234,734
+14,094
+6% +$3.7M 0.26% 120
2025
Q2 		$51.3M Buy
220,640
+12,504
+6% +$2.84M 0.22% 139
2025
Q1 		$46.9M Buy
208,136
+45,307
+28% +$11.2M 0.23% 136
2024
Q4 		$39M Buy
162,829
+18,372
+13% +$4.58M 0.17% 161
2024
Q3 		$32.2M Buy
+144,457
New +$29.4M 0.15% 165

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AQR Capital Management
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State Street
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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

Westfield Capital Management's AIT Position: Q2 2026 in Review

Westfield Capital Management reduced its Applied Industrial Technologies (AIT) stake by 1.2% in Q2 2026, selling an estimated $1.08M and leaving 285,691 shares worth $96.6M. The position accounts for 0.32% of the portfolio, ranked #93.

Westfield Capital Management first reported a position in AIT in Q3 2024 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Westfield Capital Management held 285,691 shares of Applied Industrial Technologies worth $96.6M as of Q2 2026.
  • Westfield Capital Management sold 3,510 Applied Industrial Technologies shares in Q2 2026, an estimated $1.08M.
  • Applied Industrial Technologies made up 0.32% of Westfield Capital Management's portfolio in Q2 2026, its #93 holding.
  • Westfield Capital Management first reported a position in Applied Industrial Technologies in Q3 2024 and has held it in 8 quarters since.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.