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Cresset Asset Management’s Aaon AAON Stock Holding History

Cresset Asset 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 		$830K Sell
6,542
-75
-1% -$8.78K ﹤0.01% 985
2026
Q1 		$548K Sell
6,617
-133
-2% -$12.1K ﹤0.01% 1018
2025
Q4 		$515K Buy
6,750
+24
+0.4% +$2.22K ﹤0.01% 1057
2025
Q3 		$629K Buy
6,726
+807
+14% +$66.1K ﹤0.01% 927
2025
Q2 		$437K Sell
5,919
-6,232
-51% -$546K ﹤0.01% 976
2025
Q1 		$949K Buy
12,151
+157
+1% +$16.2K ﹤0.01% 801
2024
Q4 		$1.41M Buy
11,994
+550
+5% +$67.4K 0.01% 667
2024
Q3 		$1.23M Buy
11,444
+2,782
+32% +$254K ﹤0.01% 1057
2024
Q2 		$756K Sell
8,662
-419
-5% -$34.2K ﹤0.01% 1226
2024
Q1 		$800K Sell
9,081
-43
-0.5% -$3.37K ﹤0.01% 1093
2023
Q4 		$674K Sell
9,124
-140
-2% -$8.63K ﹤0.01% 1069
2023
Q3 		$527K Sell
9,264
-50
-0.5% -$3.18K ﹤0.01% 1154
2023
Q2 		$589K Buy
+9,314
New +$589K ﹤0.01% 1194
2022
Q1 		– Sell
-3,839
Closed -$203K – 983
2021
Q4 		$203K Sell
3,839
-6,543
-63% -$327K ﹤0.01% 1045
2021
Q3 		$452K Buy
10,382
+392
+4% +$17K 0.01% 668
2021
Q2 		$418K Buy
9,990
+2,230
+29% +$98.2K 0.01% 623
2021
Q1 		$362K Buy
7,760
+1,427
+23% +$70K 0.01% 589
2020
Q4 		$281K Buy
6,333
+853
+16% +$36K ﹤0.01% 580
2020
Q3 		$220K Sell
5,480
-348
-6% -$13.3K ﹤0.01% 610
2020
Q2 		$212K Buy
+5,828
New +$196K ﹤0.01% 586
2019
Q2 		– Sell
-384
Closed -$12K – 475
2019
Q1 		$12K Buy
384
+366
+2,033% +$9.61K ﹤0.01% 1133
2018
Q4 		$0 Buy
+18
New +$432 ﹤0.01% 1690

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

Cresset Asset Management's AAON Position: Q2 2026 in Review

Cresset Asset Management reduced its Aaon (AAON) stake by 1.1% in Q2 2026, selling an estimated $8.78K and leaving 6,542 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Cresset Asset Management first reported a position in AAON in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.41M in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Cresset Asset Management held 6,542 shares of Aaon worth $830K as of Q2 2026.
  • Cresset Asset Management sold 75 Aaon shares in Q2 2026, an estimated $8.78K.
  • Aaon made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #985 holding.
  • Cresset Asset Management first reported a position in Aaon in Q4 2018 and has held it in 22 quarters since.
  • Cresset Asset Management's Aaon position peaked at $1.41M in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.