OC
AIT icon

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
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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Oppenheimer & Co's AIT Position: Q1 2026 in Review

Oppenheimer & Co reduced its Applied Industrial Technologies (AIT) stake by 33% in Q1 2026, selling an estimated $186K and leaving 1,400 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Oppenheimer & Co first reported a position in AIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $535K in Q4 2025. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

  • Oppenheimer & Co held 1,400 shares of Applied Industrial Technologies worth $371K as of Q1 2026.
  • Oppenheimer & Co sold 683 Applied Industrial Technologies shares in Q1 2026, an estimated $186K.
  • Applied Industrial Technologies made up ﹤0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1305 holding.
  • Oppenheimer & Co first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 4 quarters since.
  • Oppenheimer & Co's Applied Industrial Technologies position peaked at $535K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

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