Oppenheimer & Co’s Applied Industrial Technologies AIT Stock Holding History

Oppenheimer & Co’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 Q3	$609K	Sell	1,834 -2,874	-61%	-$965K	0.01%	1128
2026 Q2	$1.59M	Buy	4,708 +3,308	+236%	+$1.01M	0.02%	739
2026 Q1	$371K	Sell	1,400 -683	-33%	-$186K	﹤0.01%	1305
2025 Q4	$535K	Buy	2,083 +391	+23%	+$100K	0.01%	1052
2025 Q3	$442K	Sell	1,692 -303	-15%	-$79.5K	0.01%	1230
2025 Q2	$464K	Buy	+1,995	New	+$454K	0.01%	1167

Other funds holding AIT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

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

Oppenheimer & Co reduced its Applied Industrial Technologies (AIT) stake by 61% in Q3 2026, selling an estimated $965K and leaving 1,834 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #1128.

Oppenheimer & Co first reported a position in AIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.59M in Q2 2026. 323 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

Oppenheimer & Co held 1,834 shares of Applied Industrial Technologies worth $609K as of Q3 2026.
Oppenheimer & Co sold 2,874 Applied Industrial Technologies shares in Q3 2026, an estimated $965K.
Applied Industrial Technologies made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1128 holding.
Oppenheimer & Co first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 6 quarters since.
Oppenheimer & Co's Applied Industrial Technologies position peaked at $1.59M in Q2 2026.
323 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

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