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Oppenheimer & Co’s Vertical Aerospace EVTL Stock Holding History

Oppenheimer & Co’s Portfolio EVTL Stock Details EVTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7K Sell
20,500
-2,000
-9% -$4.8K ﹤0.01% 1746
2026
Q1 		$49.7K Buy
22,500
+1,000
+5% +$4.55K ﹤0.01% 1661
2025
Q4 		$115K Buy
21,500
+11,500
+115% +$58.3K ﹤0.01% 1489
2025
Q3 		$51.9K Buy
+10,000
New +$55.6K ﹤0.01% 1630

Other funds holding EVTL

MCM
Mudrick Capital Management New York $448M AUM 62.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oppenheimer & Co's EVTL Position: Q2 2026 in Review

Oppenheimer & Co reduced its Vertical Aerospace (EVTL) stake by 8.9% in Q2 2026, selling an estimated $4.8K and leaving 20,500 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Oppenheimer & Co first reported a position in EVTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $115K in Q4 2025. 81 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

  • Oppenheimer & Co held 20,500 shares of Vertical Aerospace worth $35.7K as of Q2 2026.
  • Oppenheimer & Co sold 2,000 Vertical Aerospace shares in Q2 2026, an estimated $4.8K.
  • Vertical Aerospace made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1746 holding.
  • Oppenheimer & Co first reported a position in Vertical Aerospace in Q3 2025 and has held it in 4 quarters since.
  • Oppenheimer & Co's Vertical Aerospace position peaked at $115K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

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