Oppenheimer Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Oppenheimer Asset Management’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 Q1	$2.05M	Buy	7,711 +1,111	+17%	+$302K	0.02%	543
2025 Q4	$1.69M	Sell	6,600 -363	-5%	-$92.9K	0.02%	542
2025 Q3	$1.82M	Buy	6,963 +492	+8%	+$129K	0.02%	589
2025 Q2	$1.5M	Buy	6,471 +2,533	+64%	+$576K	0.02%	649
2025 Q1	$887K	Buy	3,938 +1,014	+35%	+$250K	0.01%	741
2024 Q4	$700K	Buy	2,924 +606	+26%	+$151K	0.01%	800
2024 Q3	$517K	Buy	2,318 +1,069	+86%	+$218K	0.01%	873
2024 Q2	$242K	Buy	+1,249	New	+$238K	﹤0.01%	1031
2019 Q2	–	Sell	-48	Closed	-$3K	–	1618
2019 Q1	$3K	Sell	48 -61	-56%	-$3.54K	﹤0.01%	1554
2018 Q4	$6K	Buy	+109	New	+$7.12K	﹤0.01%	1538
2017 Q4	–	Sell	-91	Closed	-$6K	–	1108
2017 Q3	$6K	Hold	91	–	–	﹤0.01%	1551
2017 Q2	$5K	Hold	91	–	–	﹤0.01%	1558
2017 Q1	$6K	Buy	+91	New	+$5.62K	﹤0.01%	1567

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Oppenheimer Asset Management's AIT Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Applied Industrial Technologies (AIT) stake by 17% in Q1 2026, buying an estimated $302K and bringing the position to 7,711 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #543.

Oppenheimer Asset Management first reported a position in AIT in Q1 2017 and has held it in 13 quarters since. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Oppenheimer Asset Management held 7,711 shares of Applied Industrial Technologies worth $2.05M as of Q1 2026.
Oppenheimer Asset Management bought 1,111 Applied Industrial Technologies shares in Q1 2026, an estimated $302K.
Applied Industrial Technologies made up 0.02% of Oppenheimer Asset Management's portfolio in Q1 2026, its #543 holding.
Oppenheimer Asset Management first reported a position in Applied Industrial Technologies in Q1 2017 and has held it in 13 quarters since.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.