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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
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

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 $3.37T AUM 44.26% 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 & Co's AIT Position: Q2 2026 in Review

Oppenheimer & Co increased its Applied Industrial Technologies (AIT) stake by 236% in Q2 2026, buying an estimated $1.01M and bringing the position to 4,708 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #739.

Oppenheimer & Co first reported a position in AIT in Q2 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Oppenheimer & Co held 4,708 shares of Applied Industrial Technologies worth $1.59M as of Q2 2026.
  • Oppenheimer & Co bought 3,308 Applied Industrial Technologies shares in Q2 2026, an estimated $1.01M.
  • Applied Industrial Technologies made up 0.02% of Oppenheimer & Co's portfolio in Q2 2026, its #739 holding.
  • Oppenheimer & Co first reported a position in Applied Industrial Technologies in Q2 2025 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

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