American Capital Advisory’s Aaon AAON Stock Holding History

American Capital Advisory’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	$127	Hold	1	–	–	﹤0.01%	1112
2026 Q1	$83	Hold	1	–	–	﹤0.01%	1107
2025 Q4	$77	Buy	+1	New	+$92	﹤0.01%	1024
2025 Q2	–	Sell	-3	Closed	-$235	–	865
2025 Q1	$235	Buy	+3	New	+$309	﹤0.01%	698

Other funds holding AAON

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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 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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

American Capital Advisory's AAON Position: Q2 2026 in Review

American Capital Advisory held its Aaon (AAON) position steady in Q2 2026 at 1 share worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

American Capital Advisory first reported a position in AAON in Q1 2025 and has held it in 4 quarters since. The position peaked at $235 in Q1 2025. 112 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

American Capital Advisory held 1 share of Aaon worth $127 as of Q2 2026.
American Capital Advisory left its Aaon share count unchanged in Q2 2026.
Aaon made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1112 holding.
American Capital Advisory first reported a position in Aaon in Q1 2025 and has held it in 4 quarters since.
American Capital Advisory's Aaon position peaked at $235 in Q1 2025.
112 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.