TD PRIVATE CLIENT WEALTH LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1551017
NEW YORK, NY
Position in AIT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$515,678
+$257,522 QoQ
Shares Held
1,525
+56.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#390
of 614 holders
Holding Since
Mar 2022
18 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $11,814,672 across 11 Industrial Distribution names. AIT ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
|
9,818 | $4,091,455 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
7,947 | $1,886,061 | |
| 3 | WCC |
Wesco International Inc
|
5,460 | $1,886,047 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
7,382 | $878,088 | |
| 5 | QXO |
QXO, Inc.
|
49,285 | $851,644 | |
| 6 | POOL |
Pool Corp
|
3,804 | $817,479 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
5,435 | $621,818 | |
| 8 | AIT |
Applied Industrial Technologies Inc
This page
|
1,525 | $515,678 |
All Filings in AIT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,678 | 1,525 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $258,156 | 973 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $249,837 | 973 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $254,001 | 973 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $254,067 | 1,093 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $247,648 | 1,099 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $243,540 | 1,017 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $226,923 | 1,017 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $157,916 | 814 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $140,260 | 710 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $85,999 | 498 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $55,350 | 358 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $55,614 | 384 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $50,598 | 356 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $51,546 | 409 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $45,120 | 439 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $42,218 | 439 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $48,455 | 472 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||