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Opal Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

Opal Wealth Advisors’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-96
Closed -$25.5K – 239
2026
Q1 		$25.5K Buy
+96
New +$26.1K 0.01% 548
2025
Q3 		– Sell
-187
Closed -$43.5K – 206
2025
Q2 		$43.5K Buy
187
+7
+4% +$1.59K 0.01% 395
2025
Q1 		$40.6K Buy
+180
New +$44.4K 0.01% 383
2024
Q3 		– Sell
-166
Closed -$32.2K – 218
2024
Q2 		$32.2K Buy
+166
New +$31.7K 0.01% 409

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Opal Wealth Advisors's AIT Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2026, closing a stake of 96 shares — an estimated $25.5K sold.

Opal Wealth Advisors first reported a position in AIT in Q2 2024 and held it in 4 quarters. The position peaked at $43.5K in Q2 2025. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 96 Applied Industrial Technologies shares in Q2 2026, an estimated $25.5K.
  • Opal Wealth Advisors first reported a position in Applied Industrial Technologies in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Applied Industrial Technologies position peaked at $43.5K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.