Zhang Financial’s Applied Industrial Technologies AIT Stock Holding History

Zhang Financial’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	$4.01M	Sell	11,844 -949	-7%	-$291K	0.12%	93
2026 Q1	$3.39M	Hold	12,793	–	–	0.12%	88
2025 Q4	$3.28M	Hold	12,793	–	–	0.12%	89
2025 Q3	$3.34M	Sell	12,793 -1,000	-7%	-$262K	0.14%	83
2025 Q2	$3.21M	Hold	13,793	–	–	0.15%	82
2025 Q1	$3.11M	Hold	13,793	–	–	0.16%	76
2024 Q4	$3.3M	Sell	13,793 -3,000	-18%	-$748K	0.19%	65
2024 Q3	$3.75M	Sell	16,793 -7,500	-31%	-$1.53M	0.24%	58
2024 Q2	$4.71M	Hold	24,293	–	–	0.33%	43
2024 Q1	$4.8M	Hold	24,293	–	–	0.36%	41
2023 Q4	$4.2M	Sell	24,293 -2,000	-8%	-$324K	0.36%	38
2023 Q3	$4.07M	Hold	26,293	–	–	0.41%	37
2023 Q2	$3.81M	Hold	26,293	–	–	0.39%	40
2023 Q1	$3.74M	Sell	26,293 -2,000	-7%	-$271K	0.43%	38
2022 Q4	$3.57M	Sell	28,293 -2,000	-7%	-$245K	0.45%	36
2022 Q3	$3.11M	Sell	30,293 -4,904	-14%	-$503K	0.47%	41
2022 Q2	$3.38M	Buy	+35,197	New	+$3.55M	0.54%	35

Other funds holding AIT

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Zhang Financial's AIT Position: Q2 2026 in Review

Zhang Financial reduced its Applied Industrial Technologies (AIT) stake by 7.4% in Q2 2026, selling an estimated $291K and leaving 11,844 shares worth $4.01M. The position accounts for 0.12% of the portfolio, ranked #93.

Zhang Financial first reported a position in AIT in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.8M in Q1 2024. 195 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

Zhang Financial held 11,844 shares of Applied Industrial Technologies worth $4.01M as of Q2 2026.
Zhang Financial sold 949 Applied Industrial Technologies shares in Q2 2026, an estimated $291K.
Applied Industrial Technologies made up 0.12% of Zhang Financial's portfolio in Q2 2026, its #93 holding.
Zhang Financial first reported a position in Applied Industrial Technologies in Q2 2022 and has held it in 17 quarters since.
Zhang Financial's Applied Industrial Technologies position peaked at $4.8M in Q1 2024.
195 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.