Measured Wealth Private Client Group, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1720235
PORTSMOUTH, NH
Position in AIT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,450,325
+$292,734 QoQ
Shares Held
4,289
-1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#283
of 614 holders
Holding Since
Jun 2022
17 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, 2026Measured Wealth Private Client Group, LLC holds $1,794,256 across 8 Industrial Distribution names. AIT ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
4,289 | $1,450,325 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
148 | $201,339 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
200 | $47,466 | |
| 4 | FAST |
Fastenal Co
|
734 | $35,254 | |
| 5 | WSO |
Watsco Inc
|
77 | $32,088 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
215 | $25,574 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
98 | $2,114 | |
| 8 | XMTR |
Xometry, Inc.
|
1 | $96 |
All Filings in AIT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,325 | 4,289 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,157,591 | 4,363 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,193,723 | 4,649 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,152,274 | 4,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,081,822 | 4,654 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $992,172 | 4,403 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,028,284 | 4,294 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,082,180 | 4,850 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $934,692 | 4,818 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $968,982 | 4,905 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $836,855 | 4,846 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $727,749 | 4,707 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $637,252 | 4,400 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $448,846 | 3,158 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $305,244 | 2,422 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $222,210 | 2,162 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $221,191 | 2,300 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||