Private Wealth Management Group, LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 2011342 PRINCETON, NJ

Position in AIT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,173

+$2,622 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#548

of 614 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $165,338 across 14 Industrial Distribution names. AIT ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	26	$35,370
2	WCC	Wesco International Inc	97	$33,506
3	FAST	Fastenal Co	658	$31,603
4	FERG	Ferguson Enterprises Inc. /DE/	84	$19,935
5	AIT	Applied Industrial Technologies Inc This page	36	$12,173
6	MSM	Msc Industrial Direct Co Inc	95	$11,300
7	POOL	Pool Corp	22	$4,727
8	WSO	Watsco Inc	11	$4,584

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,173	36	0.0%	Shares	Sole	2026-07-27
2026-03-31	$9,551	36	0.0%	Shares	Sole	2026-04-23
2025-12-31	$9,243	36	0.0%	Shares	Sole	2026-01-23
2025-09-30	$9,397	36	0.0%	Shares	Sole	2025-10-17
2025-06-30	$8,368	36	-2.7%	Shares	Sole	2025-07-29
2025-03-31	$8,337	37	0.0%	Shares	Sole	2025-05-02
2024-12-31	$8,860	37	0.0%	Shares	Sole	2025-01-27
2024-09-30	$8,255	37	+2.8%	Shares	Sole	2024-10-29
2024-06-30	$6,984	36	0.0%	Shares	Sole	2024-08-13
2024-03-31	$7,111	36	0.0%	Shares	Sole	2024-04-30
2023-12-31	$6,216	36	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.