Position in GWW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$231,268
-$165,054 QoQ
Shares Held
170
-54.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,074
of 1,362 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $476,426 across 2 Industrial Distribution names. GWW ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
|
725 | $245,158 | |
| 2 | GWW |
W.W. Grainger, Inc.
This page
|
170 | $231,268 |
All Filings in GWW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,268 | 170 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $396,322 | 376 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,215,865 | 5,021 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $311,272 | 345 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $4,716 | 12 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||