MORGAN STANLEY

Position in AIT — Applied Industrial Technologies Inc

CIK 895421 NEW YORK, NY

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Position in AIT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$121,831,043

+$27,170,446 QoQ

Shares Held

360,287

+1.0% QoQ

Ownership

0.982%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#24

of 614 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Common Shares in AIT Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $5,209,607,210 across 20 Industrial Distribution names. AIT ranks #9 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QXO	QXO, Inc.	86,495,549	$1,494,643,082
2	FAST	Fastenal Co	20,855,726	$1,001,700,510
3	GWW	W.W. Grainger, Inc.	569,489	$774,732,829
4	WSO	Watsco Inc	902,995	$376,059,646
5	POOL	Pool Corp	1,736,495	$373,172,767
6	CNM	Core & Main, Inc.	6,040,241	$291,441,621
7	FERG	Ferguson Enterprises Inc. /DE/	1,169,706	$277,606,318
8	WCC	Wesco International Inc	634,473	$219,166,001

All Filings in AIT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,831,043	360,287	+1.0%	Shares	Defined	2026-08-13
2026-03-31	$94,660,597	356,779	+4.0%	Shares	Defined	2026-05-15
2025-12-31	$88,067,223	342,981	-1.0%	Shares	Defined	2026-05-27
2025-09-30	$90,434,500	346,426	+3.7%	Shares	Defined	2026-05-27
2025-06-30	$77,627,834	333,955	+1.3%	Shares	Defined	2025-08-15
2025-03-31	$74,313,973	329,786	-15.7%	Shares	Defined	2025-05-15
2024-12-31	$93,635,399	391,011	+8.5%	Shares	Defined	2025-05-15
2024-09-30	$80,378,561	360,232	+18.1%	Shares	Defined	2025-05-14
2024-06-30	$59,182,804	305,066	-25.6%	Shares	Defined	2025-05-14
2024-03-31	$81,026,706	410,158	-21.7%	Shares	Defined	2024-10-17
2023-12-31	$90,420,824	523,602	+9.1%	Shares	Defined	2024-08-16
2023-09-30	$74,222,071	480,060	+42.6%	Shares	Defined	2023-11-15
2023-06-30	$48,764,981	336,705	+6.7%	Shares	Defined	2023-08-14
2023-03-31	$44,839,879	315,485	-0.7%	Shares	Defined	2023-05-15
2022-12-31	$40,031,155	317,632	+7.5%	Shares	Defined	2023-02-14
2022-09-30	$30,373,849	295,523	-10.5%	Shares	Defined	2022-11-14
2022-06-30	$31,765,714	330,308	+84.6%	Shares	Defined	2022-10-27
2022-03-31	$18,373,981	178,979	+17.2%	Shares	Defined	2022-10-27
2021-09-30	$13,763,028	152,702	-19.0%	Shares	Defined	2021-11-15
2021-06-30	$17,176,190	188,625	+58.9%	Shares	Defined	2021-08-23
2021-03-31	$10,820,236	118,682	-23.1%	Shares	Defined	2021-05-17
2020-12-31	$12,034,714	154,311	+28.4%	Shares	Defined	2021-02-16
2020-09-30	$6,620,429	120,153	-5.7%	Shares	Defined	2020-11-13
2020-06-30	$7,949,794	127,421	+5.5%	Shares	Defined	2020-08-14
2020-03-31	$5,522,700	120,794	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.