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AlphaCore Capital’s Aaon AAON Stock Holding History

AlphaCore Capital’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
Q1 		$366K Buy
4,421
+768
+21% +$69.8K 0.01% 642
2025
Q4 		$279K Buy
3,653
+375
+11% +$34.6K 0.01% 838
2025
Q3 		$306K Sell
3,278
-180
-5% -$14.7K 0.01% 583
2025
Q2 		$255K Sell
3,458
-1,003
-22% -$87.9K 0.01% 521
2025
Q1 		$349K Buy
4,461
+2,024
+83% +$209K 0.03% 342
2024
Q4 		$287K Hold
2,437
– – 0.06% 177
2024
Q3 		$263K Buy
+2,437
New +$223K 0.06% 174

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AlphaCore Capital's AAON Position: Q1 2026 in Review

AlphaCore Capital increased its Aaon (AAON) stake by 21% in Q1 2026, buying an estimated $69.8K and bringing the position to 4,421 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #642.

AlphaCore Capital first reported a position in AAON in Q3 2024 and has held it in 7 quarters since. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • AlphaCore Capital held 4,421 shares of Aaon worth $366K as of Q1 2026.
  • AlphaCore Capital bought 768 Aaon shares in Q1 2026, an estimated $69.8K.
  • Aaon made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #642 holding.
  • AlphaCore Capital first reported a position in Aaon in Q3 2024 and has held it in 7 quarters since.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.