WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1632972
PLYMOUTH, MN
Position in AIT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,650,576
+$2,659,350 QoQ
Shares Held
13,753
+83.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#184
of 614 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $132,806,243 across 16 Industrial Distribution names. AIT ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
1,053,683 | $50,608,394 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
138,543 | $32,880,410 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
15,621 | $21,250,808 | |
| 4 | WCC |
Wesco International Inc
|
18,456 | $6,375,256 | |
| 5 | WSO |
Watsco Inc
|
13,176 | $5,490,834 | |
| 6 | AIT |
Applied Industrial Technologies Inc
This page
|
13,753 | $4,650,576 | |
| 7 | POOL |
Pool Corp
|
17,323 | $3,722,712 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
19,231 | $2,287,527 |
All Filings in AIT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,650,576 | 13,753 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,991,226 | 7,505 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,140,829 | 4,443 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $824,395 | 3,158 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $401,673 | 1,728 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $338,235 | 1,501 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $305,324 | 1,275 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $217,328 | 974 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||