Position in AIT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$246,849
New position
Shares Held
730
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#472
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Wealthquest Corp holds $246,849 across 1 Industrial Distribution name. AIT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
730 | $246,849 |
All Filings in AIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,849 | 730 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||