Dakota Wealth Management
Position in AIT — Applied Industrial Technologies Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in AIT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$756,779
+$163,259 QoQ
Shares Held
2,238
+0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#350
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, 2026Dakota Wealth Management holds $3,937,293 across 4 Industrial Distribution names. AIT ranks #2 (19.2% of the industry book) .
All Filings in AIT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,779 | 2,238 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $593,520 | 2,237 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $603,666 | 2,351 | Shares | Sole | 2026-01-13 | |
| 2024-09-30 | $291,184 | 1,305 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $940,706 | 4,849 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $238,837 | 1,209 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $237,276 | 1,374 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $214,753 | 1,389 | Shares | Other | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||