Opal Wealth Advisors, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1844201
JERICHO, NY
Position in AIT
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$25,470
-$17,998 QoQ
Shares Held
96
-48.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $281,602 across 1 Industrial Distribution name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
207 | $281,602 |
All Filings in AIT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,470 | 96 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $43,468 | 187 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $40,561 | 180 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $32,204 | 166 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||