Corient Private Wealth LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 1948780 MIAMI, FL

Position in AIT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,375,256

+$683,302 QoQ

Shares Held

4,067

+55.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#290

of 614 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 18% Shared 17% None 65%

Industrials · as of Jun 30, 2026

Corient Private Wealth LLC holds $298,176,275 across 15 Industrial Distribution names. AIT ranks #10 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POOL	Pool Corp	432,813	$93,011,513
2	GWW	W.W. Grainger, Inc.	47,704	$64,896,521
3	WSO	Watsco Inc	144,050	$60,029,956
4	FAST	Fastenal Co	959,652	$46,092,085
5	WCC	Wesco International Inc	49,126	$16,969,594
6	MSM	Msc Industrial Direct Co Inc	35,572	$4,231,289
7	SITE	SiteOne Landscape Supply, Inc.	30,610	$3,502,090
8	FERG	Ferguson Enterprises Inc. /DE/	12,711	$3,016,701

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,375,256	4,067	+55.9%	Shares	Sole	2026-08-17
2026-03-31	$691,954	2,608	-15.5%	Shares	Sole	2026-05-15
2025-12-31	$792,135	3,085	+18.8%	Shares	Sole	2026-03-09
2025-09-30	$677,685	2,596	-21.5%	Shares	Sole	2025-11-14
2025-06-30	$768,711	3,307	+35.1%	Shares	Sole	2025-09-26
2025-03-31	$551,406	2,447	-24.2%	Shares	Sole	2025-05-14
2024-12-31	$773,247	3,229	-2.1%	Shares	Other	2025-02-10
2024-09-30	$735,882	3,298	-36.9%	Shares	Other	2024-11-12
2024-06-30	$1,014,038	5,227	+2.4%	Shares	Sole	2024-08-13
2024-03-31	$1,008,492	5,105	+34.2%	Shares	Sole	2024-05-09
2023-12-31	$656,740	3,803	+52.2%	Shares	Sole	2024-02-09
2023-09-30	$386,215	2,498	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.