Oppenheimer & Co
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Oppenheimer & Co’s Aeva Technologies AEVA Stock Holding History

Oppenheimer & Co’s Portfolio AEVA Stock Details AEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.37M Buy
97,933
+63,078
+181% +$1.14M 0.01% 781
2026
Q2 		$1M Sell
34,855
-22,843
-40% -$450K 0.01% 928
2026
Q1 		$759K Buy
57,698
+11,991
+26% +$178K 0.01% 998
2025
Q4 		$607K Buy
45,707
+2,646
+6% +$37.7K 0.01% 998
2025
Q3 		$624K Buy
43,061
+15,862
+58% +$301K 0.01% 1105
2025
Q2 		$1.03M Sell
27,199
-67,511
-71% -$1.03M 0.01% 835
2025
Q1 		$663K Sell
94,710
-20,869
-18% -$86K 0.01% 973
2024
Q4 		$549K Sell
115,579
-6,413
-5% -$26K 0.01% 1034
2024
Q3 		$401K Sell
121,992
-1,058
-0.9% -$3.17K 0.01% 1121
2024
Q2 		$310K Sell
123,050
-923
-0.7% -$3.01K ﹤0.01% 1179
2024
Q1 		$487K Buy
123,973
+32,045
+35% +$155K 0.01% 995
2023
Q4 		$348K Buy
91,928
+1,583
+2% +$5.06K 0.01% 1089
2023
Q3 		$346K Buy
90,345
+15,571
+21% +$82.3K 0.01% 1088
2023
Q2 		$467K Buy
74,774
+2,817
+4% +$16.1K 0.01% 1001
2023
Q1 		$428K Buy
71,957
+26,232
+57% +$210K 0.01% 1001
2022
Q4 		$311K Sell
45,725
-938
-2% -$8.21K 0.01% 1072
2022
Q3 		$436K Buy
46,663
+12,902
+38% +$204K 0.01% 944
2022
Q2 		$528K Buy
33,761
+7,411
+28% +$122K 0.01% 899
2022
Q1 		$570K Buy
26,350
+7,031
+36% +$173K 0.01% 959
2021
Q4 		$730K Buy
19,319
+6,124
+46% +$257K 0.01% 902
2021
Q3 		$524K Sell
13,195
-175
-1% -$8.14K 0.01% 997
2021
Q2 		$707K Buy
13,370
+130
+1% +$6.56K 0.01% 884
2021
Q1 		$768K Buy
+13,240
New +$1.03M 0.02% 794

Other funds holding AEVA

Canaan Partners XI
Canaan Partners XI Menlo Park, California $66.9M AUM 86.25% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Oppenheimer & Co's AEVA Position: Q3 2026 in Review

Oppenheimer & Co increased its Aeva Technologies (AEVA) stake by 181% in Q3 2026, buying an estimated $1.14M and bringing the position to 97,933 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #781.

Oppenheimer & Co first reported a position in AEVA in Q1 2021 and has held it in 23 quarters since. 85 funds tracked by Wall St. Rank hold AEVA as of Q3 2026.

  • Oppenheimer & Co held 97,933 shares of Aeva Technologies worth $1.37M as of Q3 2026.
  • Oppenheimer & Co bought 63,078 Aeva Technologies shares in Q3 2026, an estimated $1.14M.
  • Aeva Technologies made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #781 holding.
  • Oppenheimer & Co first reported a position in Aeva Technologies in Q1 2021 and has held it in 23 quarters since.
  • 85 funds tracked by Wall St. Rank held Aeva Technologies as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.