UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1463217
IRVING, TX
Position in AIT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$539,687
+$144,361 QoQ
Shares Held
1,596
+7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#385
of 614 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $23,580,441 across 8 Industrial Distribution names. AIT ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
50,396 | $11,960,482 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
4,197 | $5,709,598 | |
| 3 | WSO |
Watsco Inc
|
6,041 | $2,517,465 | |
| 4 | FAST |
Fastenal Co
|
34,485 | $1,656,314 | |
| 5 | AIT |
Applied Industrial Technologies Inc
This page
|
1,596 | $539,687 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
4,491 | $534,204 | |
| 7 | POOL |
Pool Corp
|
1,928 | $414,327 | |
| 8 | WCC |
Wesco International Inc
|
719 | $248,364 |
All Filings in AIT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,687 | 1,596 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $395,326 | 1,490 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $213,375 | 831 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $205,185 | 786 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $210,242 | 933 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $226,059 | 944 | Shares | Defined | 2025-02-13 | |
| 2024-03-31 | $220,663 | 1,117 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $204,549 | 1,323 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||