Rothschild Wealth LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1811345
OAK BROOK, IL
Position in AIT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$378,389
+$140,928 QoQ
Shares Held
1,119
+25.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#421
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, 2026Rothschild Wealth LLC holds $1,185,106 across 2 Industrial Distribution names. AIT ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
593 | $806,717 | |
| 2 | AIT |
Applied Industrial Technologies Inc
This page
|
1,119 | $378,389 |
All Filings in AIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,389 | 1,119 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $237,461 | 895 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||