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Copeland Capital Management’s Aaon AAON Stock Holding History

Copeland Capital 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
Q2 		$95.2M Sell
750,196
-37,421
-5% -$4.38M 1.96% 5
2026
Q1 		$65.2M Sell
787,617
-12,360
-2% -$1.12M 1.45% 18
2025
Q4 		$61M Buy
799,977
+71,853
+10% +$6.64M 1.36% 20
2025
Q3 		$68M Buy
+728,124
New +$59.6M 1.42% 16

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Copeland Capital Management's AAON Position: Q2 2026 in Review

Copeland Capital Management reduced its Aaon (AAON) stake by 4.8% in Q2 2026, selling an estimated $4.38M and leaving 750,196 shares worth $95.2M. The position accounts for 1.96% of the portfolio, ranked #5.

Copeland Capital Management first reported a position in AAON in Q3 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Copeland Capital Management held 750,196 shares of Aaon worth $95.2M as of Q2 2026.
  • Copeland Capital Management sold 37,421 Aaon shares in Q2 2026, an estimated $4.38M.
  • Aaon made up 1.96% of Copeland Capital Management's portfolio in Q2 2026, its #5 holding.
  • Copeland Capital Management first reported a position in Aaon in Q3 2025 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.