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Cromwell Holdings’s Aaon AAON Stock Holding History

Cromwell Holdings’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 		$2.28K Buy
18
+8
+80% +$937 ﹤0.01% 814
2026
Q1 		$828 Hold
10
– – ﹤0.01% 900
2025
Q4 		$763 Hold
10
– – ﹤0.01% 885
2025
Q3 		$935 Buy
10
+6
+150% +$491 ﹤0.01% 844
2025
Q2 		$295 Buy
+4
New +$351 ﹤0.01% 993

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
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cromwell Holdings's AAON Position: Q2 2026 in Review

Cromwell Holdings increased its Aaon (AAON) stake by 80% in Q2 2026, buying an estimated $937 and bringing the position to 18 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Cromwell Holdings first reported a position in AAON in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Cromwell Holdings held 18 shares of Aaon worth $2.28K as of Q2 2026.
  • Cromwell Holdings bought 8 Aaon shares in Q2 2026, an estimated $937.
  • Aaon made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #814 holding.
  • Cromwell Holdings first reported a position in Aaon in Q2 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.