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Chicago Trust’s Aaon AAON Stock Holding History

Chicago Trust’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 		$1.14M Hold
8,995
– – 0.17% 123
2026
Q1 		$744K Buy
8,995
+737
+9% +$67K 0.12% 176
2025
Q4 		$630K Sell
8,258
-878
-10% -$81.1K 0.1% 199
2025
Q3 		$854K Sell
9,136
-375
-4% -$30.7K 0.12% 153
2025
Q2 		$701K Buy
9,511
+5,250
+123% +$460K 0.1% 187
2025
Q1 		$333K Buy
+4,261
New +$439K 0.06% 266

Other funds holding AAON

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Chicago Trust's AAON Position: Q2 2026 in Review

Chicago Trust held its Aaon (AAON) position steady in Q2 2026 at 8,995 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #123.

Chicago Trust first reported a position in AAON in Q1 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Chicago Trust held 8,995 shares of Aaon worth $1.14M as of Q2 2026.
  • Chicago Trust left its Aaon share count unchanged in Q2 2026.
  • Aaon made up 0.17% of Chicago Trust's portfolio in Q2 2026, its #123 holding.
  • Chicago Trust first reported a position in Aaon in Q1 2025 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.