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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
Q2 		$2.57M Sell
7,598
-113
-1% -$34.7K 0.03% 527
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
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 $3.38T AUM 44.17% 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

Oppenheimer Asset Management's AIT Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Applied Industrial Technologies (AIT) stake by 1.5% in Q2 2026, selling an estimated $34.7K and leaving 7,598 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #527.

Oppenheimer Asset Management first reported a position in AIT in Q1 2017 and has held it in 14 quarters since. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Oppenheimer Asset Management held 7,598 shares of Applied Industrial Technologies worth $2.57M as of Q2 2026.
  • Oppenheimer Asset Management sold 113 Applied Industrial Technologies shares in Q2 2026, an estimated $34.7K.
  • Applied Industrial Technologies made up 0.03% of Oppenheimer Asset Management's portfolio in Q2 2026, its #527 holding.
  • Oppenheimer Asset Management first reported a position in Applied Industrial Technologies in Q1 2017 and has held it in 14 quarters since.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.