Activest Wealth Management
Position in AIT — Applied Industrial Technologies Inc
CIK 1883134
AVENTURA, FL
Position in AIT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,864
+$2,986 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#545
of 614 holders
Holding Since
Dec 2025
3 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, 2026Activest Wealth Management holds $35,914 across 12 Industrial Distribution names. AIT ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
41 | $13,864 | |
| 2 | WSO |
Watsco Inc
|
25 | $10,418 | |
| 3 | WCC |
Wesco International Inc
|
15 | $5,181 | |
| 4 | FAST |
Fastenal Co
|
52 | $2,497 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
1 | $1,360 | |
| 6 | POOL |
Pool Corp
|
6 | $1,289 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
3 | $711 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
5 | $594 |
All Filings in AIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,864 | 41 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,878 | 41 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,446 | 29 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||