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Blalock Williams’s Aaon AAON Stock Holding History

Blalock Williams’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 		$582K Buy
7,030
+231
+3% +$21K 0.45% 57
2025
Q4 		$518K Buy
6,799
+984
+17% +$90.9K 0.42% 57
2025
Q3 		$543K Buy
5,815
+273
+5% +$22.4K 0.48% 54
2025
Q2 		$409K Buy
5,542
+110
+2% +$9.64K 0.41% 67
2025
Q1 		$424K Buy
+5,432
New +$560K 0.48% 61

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

Blalock Williams's AAON Position: Q1 2026 in Review

Blalock Williams increased its Aaon (AAON) stake by 3.4% in Q1 2026, buying an estimated $21K and bringing the position to 7,030 shares worth $582K. The position accounts for 0.45% of the portfolio, ranked #57.

Blalock Williams first reported a position in AAON in Q1 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Blalock Williams held 7,030 shares of Aaon worth $582K as of Q1 2026.
  • Blalock Williams bought 231 Aaon shares in Q1 2026, an estimated $21K.
  • Aaon made up 0.45% of Blalock Williams's portfolio in Q1 2026, its #57 holding.
  • Blalock Williams first reported a position in Aaon in Q1 2025 and has held it in 5 quarters since.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.