Moran Wealth Management, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1965334
Naples, FL
Position in AIT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,415,538
+$1,428,867 QoQ
Shares Held
24,887
-5.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#143
of 614 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Moran Wealth Management, LLC holds $14,363,739 across 2 Industrial Distribution names. AIT ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
24,887 | $8,415,538 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
25,063 | $5,948,201 |
All Filings in AIT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,415,538 | 24,887 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,986,671 | 26,333 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,626,105 | 14,122 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,835,607 | 14,693 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,472,105 | 14,937 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||