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Crossmark Global Holdings’s Aaon AAON Stock Holding History

Crossmark Global 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 		$719K Buy
5,670
+1,520
+37% +$178K 0.01% 745
2026
Q1 		$343K Sell
4,150
-46
-1% -$4.18K 0.01% 964
2025
Q4 		$320K Hold
4,196
– – ﹤0.01% 1006
2025
Q3 		$392K Sell
4,196
-562
-12% -$46K 0.01% 989
2025
Q2 		$351K Buy
4,758
+80
+2% +$7.01K 0.01% 1029
2025
Q1 		$365K Buy
4,678
+12
+0.3% +$1.24K 0.01% 997
2024
Q4 		$550K Sell
4,666
-6
-0.1% -$736 0.01% 794
2024
Q3 		$504K Buy
4,672
+369
+9% +$33.7K 0.01% 864
2024
Q2 		$376K Sell
4,303
-789
-15% -$64.3K 0.01% 948
2024
Q1 		$449K Buy
5,092
+41
+0.8% +$3.21K 0.01% 919
2023
Q4 		$373K Sell
5,051
-70
-1% -$4.32K 0.01% 963
2023
Q3 		$299K Sell
5,121
-188
-4% -$11.9K 0.01% 1015
2023
Q2 		$364K Sell
5,309
-75
-1% -$4.75K 0.01% 981
2023
Q1 		$347K Hold
5,384
– – 0.01% 981
2022
Q4 		$271K Sell
5,384
-343
-6% -$16K 0.01% 1055
2022
Q3 		$206K Sell
5,727
-60
-1% -$2.31K 0.01% 1161
2022
Q2 		$211K Buy
5,787
+90
+2% +$3.15K 0.01% 1188
2022
Q1 		$211K Sell
5,697
-60
-1% -$2.44K ﹤0.01% 1283
2021
Q4 		$305K Sell
5,757
-5,535
-49% -$277K 0.01% 1140
2021
Q3 		$492K Sell
11,292
-135
-1% -$5.86K 0.01% 931
2021
Q2 		$477K Buy
11,427
+30
+0.3% +$1.32K 0.01% 951
2021
Q1 		$532K Buy
11,397
+675
+6% +$33.1K 0.01% 874
2020
Q4 		$476K Buy
10,722
+2,730
+34% +$115K 0.01% 871
2020
Q3 		$321K Buy
7,992
+45
+0.6% +$1.73K 0.01% 977
2020
Q2 		$288K Buy
7,947
+840
+12% +$28.2K 0.01% 1032
2020
Q1 		$229K Hold
7,107
– – 0.01% 992
2019
Q4 		$234K Buy
+7,107
New +$230K 0.01% 1262
2018
Q4 		– Sell
-9,084
Closed -$229K – 1384
2018
Q3 		$229K Sell
9,084
-15
-0.2% -$385 0.01% 1478
2018
Q2 		$202K Buy
9,099
+45
+0.5% +$989 0.01% 1534
2018
Q1 		$235K Sell
9,054
-2,199
-20% -$53.4K 0.01% 1421
2017
Q4 		$275K Sell
11,253
-3,599
-24% -$84.4K 0.01% 1418
2017
Q3 		$341K Buy
+14,852
New +$337K 0.01% 1226
2016
Q3 		$341K Buy
+14,852
New +$273K 0.01% 1226

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Crossmark Global Holdings's AAON Position: Q2 2026 in Review

Crossmark Global Holdings increased its Aaon (AAON) stake by 37% in Q2 2026, buying an estimated $178K and bringing the position to 5,670 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #745.

Crossmark Global Holdings first reported a position in AAON in Q3 2016 and has held it in 33 quarters since. 43 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Crossmark Global Holdings held 5,670 shares of Aaon worth $719K as of Q2 2026.
  • Crossmark Global Holdings bought 1,520 Aaon shares in Q2 2026, an estimated $178K.
  • Aaon made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #745 holding.
  • Crossmark Global Holdings first reported a position in Aaon in Q3 2016 and has held it in 33 quarters since.
  • 43 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.