Kestra Investment Management, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1962449
AUSTIN, TX
Position in AIT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,880,114
+$88,939 QoQ
Shares Held
5,560
-17.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#262
of 614 holders
Holding Since
Dec 2024
5 quarters on record
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Kestra Investment Management, LLC holds $2,782,221 across 4 Industrial Distribution names. AIT ranks #1 (67.6% of the industry book) .
All Filings in AIT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,880,114 | 5,560 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,791,175 | 6,751 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $780,837 | 3,041 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $440,913 | 1,689 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $30,412 | 127 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||