NewEdge Advisors, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1633516
NEW ORLEANS, LA
Position in AIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,634,617
+$1,610,127 QoQ
Shares Held
4,834
+31.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 614 holders
Holding Since
Dec 2022
14 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, 2026NewEdge Advisors, LLC holds $21,351,434 across 13 Industrial Distribution names. AIT ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
151,189 | $7,261,607 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
4,608 | $6,268,723 | |
| 3 | WCC |
Wesco International Inc
|
10,672 | $3,686,428 | |
| 4 | AIT |
Applied Industrial Technologies Inc
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|
4,834 | $1,634,617 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,914 | $691,579 | |
| 6 | WSO |
Watsco Inc
|
1,536 | $640,097 | |
| 7 | POOL |
Pool Corp
|
2,113 | $454,083 | |
| 8 | DNOW |
DNOW Inc.
|
25,216 | $327,051 |
All Filings in AIT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,634,617 | 4,834 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,490 | 3,684 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $908,965 | 3,540 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $14,618 | 56 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $16,736 | 72 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,066 | 342 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $658,781 | 2,751 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $65,600 | 294 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,888 | 252 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $543,460 | 2,751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $518,760 | 3,004 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $379,103 | 2,452 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $369,026 | 2,548 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $6,931 | 55 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||