Legacy Wealth Asset Management, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1846151
WOODBURY, MN
Position in AIT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$711,805
+$148,000 QoQ
Shares Held
2,105
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#355
of 614 holders
Holding Since
Jun 2025
5 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, 2026Legacy Wealth Asset Management, LLC holds $1,949,699 across 4 Industrial Distribution names. AIT ranks #1 (36.5% of the industry book) .
All Filings in AIT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,805 | 2,105 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $563,805 | 2,125 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $548,203 | 2,135 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $565,956 | 2,168 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $268,247 | 1,154 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||