OC
SVT

Oppenheimer & Close’s Servotronics SVT Stock Holding History

Oppenheimer & Close’s Portfolio SVT Stock Details SVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-119,613
Closed -$1.27M – 56
2025
Q1 		$1.27M Sell
119,613
-3,066
-2% -$33K 1.05% 33
2024
Q4 		$1.3M Hold
122,679
– – 1.07% 32
2024
Q3 		$1.39M Buy
122,679
+1,952
+2% +$22.8K 1.11% 33
2024
Q2 		$1.44M Buy
120,727
+12,633
+12% +$155K 1.26% 27
2024
Q1 		$1.49M Buy
108,094
+7,367
+7% +$95.9K 1.29% 26
2023
Q4 		$1.26M Buy
100,727
+12,114
+14% +$131K 1.15% 30
2023
Q3 		$976K Buy
88,613
+42,713
+93% +$508K 0.97% 30
2023
Q2 		$597K Buy
+45,900
New +$563K 0.62% 38

Other funds holding SVT

BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Oppenheimer & Close's SVT Position: Q2 2025 in Review

Oppenheimer & Close sold out of Servotronics (SVT) in Q2 2025, closing a stake of 119,613 shares — an estimated $1.27M sold.

Oppenheimer & Close first reported a position in SVT in Q2 2023 and held it in 8 quarters. The position peaked at $1.49M in Q1 2024. 28 funds tracked by Wall St. Rank hold SVT as of Q2 2025.

  • Oppenheimer & Close reported no remaining Servotronics position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer & Close sold 119,613 Servotronics shares in Q2 2025, an estimated $1.27M.
  • Oppenheimer & Close first reported a position in Servotronics in Q2 2023 and held it in 8 quarters.
  • Oppenheimer & Close's Servotronics position peaked at $1.49M in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Servotronics as of Q2 2025.

Based on Oppenheimer & Close's 13F filing for Q2 2025, filed 12 Aug 2025.