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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

AIT holding history

Applied Industrial Technologies Inc in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIT overviewAll 13F holders of AITFull Q2 2026 holdings

Shares (Q2 2026)
1,525
Value
$515.7K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of AIT by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,525$515.7K<0.1%+552+56.7%AddedHolders
Q1 2026973$258.2K<0.1%00.0%UnchangedHolders
Q4 2025973$249.8K<0.1%00.0%UnchangedHolders
Q3 2025973$254.0K<0.1%−120−11.0%ReducedHolders
Q2 20251,093$254.1K<0.1%−6−0.5%ReducedHolders
Q1 20251,099$247.6K<0.1%+82+8.1%AddedHolders
Q4 20241,017$243.5K<0.1%00.0%UnchangedHolders
Q3 20241,017$226.9K<0.1%+203+24.9%AddedHolders
Q2 2024814$157.9K<0.1%+104+14.6%AddedHolders
Q1 2024710$140.3K<0.1%+212+42.6%AddedHolders
Q4 2023498$86.0K<0.1%+140+39.1%AddedHolders
Q3 2023358$55.4K<0.1%−26−6.8%ReducedHolders
Q2 2023384$55.6K<0.1%+28+7.9%AddedHolders
Q1 2023356$50.6K<0.1%−53−13.0%ReducedHolders
Q4 2022409$51.5K<0.1%−30−6.8%ReducedHolders
Q3 2022439$45.1K<0.1%00.0%UnchangedHolders
Q2 2022439$42.2K<0.1%−33−7.0%ReducedHolders
Q1 2022472$48.5K<0.1%+472NewHolders