OneAscent Wealth Management LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1844707
BIRMINGHAM, AL
Position in AIT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$228,589
+$9,051 QoQ
Shares Held
676
-20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#483
of 614 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026OneAscent Wealth Management LLC holds $433,879 across 2 Industrial Distribution names. AIT ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
676 | $228,589 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
865 | $205,290 |
All Filings in AIT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,589 | 676 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $219,538 | 855 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $238,599 | 914 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $216,643 | 932 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $206,862 | 918 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $218,444 | 979 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||