AIA
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Allied Investment Advisors’s Aaon AAON Stock Holding History

Allied Investment Advisors’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19M Sell
149,761
-10,279
-6% -$1.2M 2.39% 13
2026
Q1 		$13.2M Buy
160,040
+5,478
+4% +$498K 1.9% 22
2025
Q4 		$11.8M Sell
154,562
-44,090
-22% -$4.07M 1.82% 24
2025
Q3 		$18.6M Sell
198,652
-44,332
-18% -$3.63M 2.95% 6
2025
Q2 		$17.9M Buy
242,984
+127,573
+111% +$11.2M 3.13% 6
2025
Q1 		$9.02M Sell
115,411
-8,572
-7% -$884K 1.71% 32
2024
Q4 		$14.6M Sell
123,983
-24,215
-16% -$2.97M 2.94% 8
2024
Q3 		$16M Buy
148,198
+28,006
+23% +$2.56M 3.17% 7
2024
Q2 		$10.5M Buy
120,192
+87,092
+263% +$7.1M 2.46% 15
2024
Q1 		$2.92M Hold
33,100
– – 0.7% 34
2023
Q4 		$2.45M Sell
33,100
-747
-2% -$46.1K 0.67% 34
2023
Q3 		$1.92M Sell
33,847
-1
-0% -$64 0.58% 34
2023
Q2 		$2.14M Sell
33,848
-615
-2% -$38.9K 0.62% 35
2023
Q1 		$2.22M Hold
34,463
– – 0.69% 35
2022
Q4 		$1.73M Sell
34,463
-420
-1% -$19.6K 0.54% 36
2022
Q3 		$1.25M Hold
34,883
– – 0.47% 35
2022
Q2 		$1.27M Sell
34,883
-450
-1% -$15.8K 0.46% 35
2022
Q1 		$1.31M Hold
35,333
– – 0.43% 35
2021
Q4 		$1.87M Sell
35,333
-195
-0.5% -$9.75K 0.64% 35
2021
Q3 		$1.55M Sell
35,528
-1,665
-4% -$72.3K 0.59% 35
2021
Q2 		$1.55M Sell
37,193
-150
-0.4% -$6.61K 0.58% 35
2021
Q1 		$1.74M Hold
37,343
– – 0.75% 32
2020
Q4 		$1.66M Hold
37,343
– – 0.8% 32
2020
Q3 		$1.5M Hold
37,343
– – 0.81% 32
2020
Q2 		$1.35M Hold
37,343
– – 0.78% 31
2020
Q1 		$1.2M Sell
37,343
-22,710
-38% -$791K 0.87% 29
2019
Q4 		$1.98M Hold
60,053
– – 1.17% 28
2019
Q3 		$1.84M Hold
60,053
– – 1.18% 28
2019
Q2 		$2.01M Hold
60,053
– – 1.35% 28
2019
Q1 		$1.85M Buy
+60,053
New +$1.58M 1.28% 28

Other funds holding AAON

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Allied Investment Advisors's AAON Position: Q2 2026 in Review

Allied Investment Advisors reduced its Aaon (AAON) stake by 6.4% in Q2 2026, selling an estimated $1.2M and leaving 149,761 shares worth $19M. The position accounts for 2.39% of the portfolio, ranked #13.

Allied Investment Advisors first reported a position in AAON in Q1 2019 and has held it in 30 quarters since. 128 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Allied Investment Advisors held 149,761 shares of Aaon worth $19M as of Q2 2026.
  • Allied Investment Advisors sold 10,279 Aaon shares in Q2 2026, an estimated $1.2M.
  • Aaon made up 2.39% of Allied Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Allied Investment Advisors first reported a position in Aaon in Q1 2019 and has held it in 30 quarters since.
  • 128 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.