O'Shaughnessy Asset Management’s Gates Industrial Corp GTES Stock Holding History

O'Shaughnessy Asset Management’s Portfolio GTES Stock Details GTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$820K	Buy	29,316 +4,760	+19%	+$122K	﹤0.01%	1364
2026 Q1	$555K	Buy	24,556 +5,040	+26%	+$123K	﹤0.01%	1486
2025 Q4	$419K	Buy	19,516 +2,756	+16%	+$63.6K	﹤0.01%	1590
2025 Q3	$416K	Buy	16,760 +4,017	+32%	+$99.8K	﹤0.01%	1586
2025 Q2	$293K	Buy	+12,743	New	+$257K	﹤0.01%	1645
2025 Q1	–	Sell	-61,248	Closed	-$1.26M	–	2341
2024 Q4	$1.26M	Sell	61,248 -4,633	-7%	-$93.5K	0.01%	854
2024 Q3	$1.17M	Buy	65,881 +1,736	+3%	+$29.6K	0.01%	847
2024 Q2	$1.01M	Buy	+64,145	New	+$1.09M	0.01%	842
2021 Q4	–	Sell	-21	Closed	–	–	1742
2021 Q3	$0	Hold	21	–	–	﹤0.01%	2778
2021 Q2	$0	Hold	21	–	–	﹤0.01%	2628
2021 Q1	$0	Hold	21	–	–	﹤0.01%	2406
2020 Q4	$0	Buy	+21	New	+$263	﹤0.01%	2135

Other funds holding GTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

O'Shaughnessy Asset Management's GTES Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Gates Industrial Corp (GTES) stake by 19% in Q2 2026, buying an estimated $122K and bringing the position to 29,316 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

O'Shaughnessy Asset Management first reported a position in GTES in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.26M in Q4 2024. 378 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

O'Shaughnessy Asset Management held 29,316 shares of Gates Industrial Corp worth $820K as of Q2 2026.
O'Shaughnessy Asset Management bought 4,760 Gates Industrial Corp shares in Q2 2026, an estimated $122K.
Gates Industrial Corp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1364 holding.
O'Shaughnessy Asset Management first reported a position in Gates Industrial Corp in Q4 2020 and has held it in 12 quarters since.
O'Shaughnessy Asset Management's Gates Industrial Corp position peaked at $1.26M in Q4 2024.
378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.