WADDELL & ASSOCIATES, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1776757
MEMPHIS, TN
Position in AIT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$643,837
+$262,042 QoQ
Shares Held
1,904
+32.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#366
of 614 holders
Holding Since
Mar 2026
2 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, 2026WADDELL & ASSOCIATES, LLC holds $1,646,012 across 5 Industrial Distribution names. AIT ranks #1 (39.1% of the industry book) .
All Filings in AIT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,837 | 1,904 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $381,795 | 1,439 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||