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Arcadia Investment Management’s Aaon AAON Stock Holding History

Arcadia Investment Management’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 		$2.63M Buy
31,759
+5,135
+19% +$467K 0.45% 48
2025
Q4 		$2.03M Buy
26,624
+2,074
+8% +$192K 0.33% 53
2025
Q3 		$2.29M Sell
24,550
-3,275
-12% -$268K 0.35% 53
2025
Q2 		$2.05M Buy
27,825
+13,087
+89% +$1.15M 0.33% 56
2025
Q1 		$1.15M Buy
14,738
+415
+3% +$42.8K 0.21% 64
2024
Q4 		$1.69M Buy
14,323
+792
+6% +$97.1K 0.27% 54
2024
Q3 		$1.46M Buy
13,531
+6,374
+89% +$582K 0.24% 60
2024
Q2 		$624K Buy
+7,157
New +$584K 0.11% 79

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Arcadia Investment Management's AAON Position: Q1 2026 in Review

Arcadia Investment Management increased its Aaon (AAON) stake by 19% in Q1 2026, buying an estimated $467K and bringing the position to 31,759 shares worth $2.63M. The position accounts for 0.45% of the portfolio, ranked #48.

Arcadia Investment Management first reported a position in AAON in Q2 2024 and has held it in 8 quarters since. 402 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Arcadia Investment Management held 31,759 shares of Aaon worth $2.63M as of Q1 2026.
  • Arcadia Investment Management bought 5,135 Aaon shares in Q1 2026, an estimated $467K.
  • Aaon made up 0.45% of Arcadia Investment Management's portfolio in Q1 2026, its #48 holding.
  • Arcadia Investment Management first reported a position in Aaon in Q2 2024 and has held it in 8 quarters since.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.