AXXCESS WEALTH MANAGEMENT, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1911056
CARLSBAD, CA
Position in AIT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$361,144
+$86,914 QoQ
Shares Held
1,068
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#428
of 614 holders
Holding Since
Mar 2024
9 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $3,982,337 across 4 Industrial Distribution names. AIT ranks #2 (9.1% of the industry book) .
All Filings in AIT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,144 | 1,068 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $274,230 | 1,068 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $278,801 | 1,068 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $248,256 | 1,068 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $240,663 | 1,068 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $255,753 | 1,068 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $238,302 | 1,068 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $207,192 | 1,068 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $210,983 | 1,068 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||