Abound Wealth Management
Position in AIT — Applied Industrial Technologies Inc
CIK 1950323
FRANKLIN, TN
Position in AIT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$338
-$3,641 QoQ
Shares Held
1
-93.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#614
of 614 holders
Holding Since
Jun 2023
5 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, 2026Abound Wealth Management holds $30,714 across 9 Industrial Distribution names. AIT ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
362 | $17,386 | |
| 2 | POOL |
Pool Corp
|
35 | $7,521 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
2 | $2,720 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
8 | $1,898 | |
| 5 | WCC |
Wesco International Inc
|
1 | $345 | |
| 6 | AIT |
Applied Industrial Technologies Inc
This page
|
1 | $338 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
11 | $248 | |
| 8 | DXPE |
Dxp Enterprises Inc
|
1 | $168 |
All Filings in AIT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338 | 1 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,979 | 15 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,703 | 30 | Shares | Sole | 2026-01-12 | |
| 2023-09-30 | $927 | 6 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $868 | 6 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||