Kingsview Wealth Management, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1791965
GRANTS PASS, OR
Position in AIT
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,404,494
+$738,559 QoQ
Shares Held
10,068
+0.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#217
of 614 holders
Holding Since
Mar 2020
25 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, 2026Kingsview Wealth Management, LLC holds $4,146,444 across 3 Industrial Distribution names. AIT ranks #1 (82.1% of the industry book) .
All Filings in AIT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,404,494 | 10,068 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,665,935 | 10,048 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,602,363 | 10,135 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,961,598 | 22,837 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,716,177 | 20,289 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,262,638 | 10,041 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,394,700 | 10,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,231,300 | 10,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,940,000 | 10,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,975,500 | 10,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,726,900 | 10,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,546,100 | 10,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,448,300 | 10,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,421,300 | 10,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,260,300 | 10,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,027,800 | 10,000 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $961,700 | 10,000 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,026,600 | 10,000 | Shares | Sole | 2024-02-08 | |
| 2021-09-30 | $901,300 | 10,000 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $910,600 | 10,000 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $911,700 | 10,000 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,402,092 | 30,800 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,452,080 | 80,800 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $5,820,987 | 93,300 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,265,676 | 93,300 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||