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Curi RMB Capital’s Aaon AAON Stock Holding History

Curi RMB Capital’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 		$13.4M Buy
105,828
+5,177
+5% +$606K 0.21% 134
2026
Q1 		$8.33M Buy
100,651
+2,047
+2% +$186K 0.15% 161
2025
Q4 		$7.52M Sell
98,604
-1,609
-2% -$149K 0.13% 178
2025
Q3 		$9.36M Buy
100,213
+6,704
+7% +$549K 0.17% 149
2025
Q2 		$6.9M Buy
93,509
+528
+0.6% +$46.3K 0.13% 185
2025
Q1 		$7.26M Buy
92,981
+74,478
+403% +$7.68M 0.18% 158
2024
Q4 		$2.18M Buy
18,503
+100
+0.5% +$12.3K 0.05% 261
2024
Q3 		$1.98M Hold
18,403
– – 0.05% 268
2024
Q2 		$1.61M Hold
18,403
– – 0.04% 286
2024
Q1 		$1.62M Buy
18,403
+5,002
+37% +$392K 0.04% 295
2023
Q4 		$990K Buy
+13,401
New +$827K 0.03% 292

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

Curi RMB Capital's AAON Position: Q2 2026 in Review

Curi RMB Capital increased its Aaon (AAON) stake by 5.1% in Q2 2026, buying an estimated $606K and bringing the position to 105,828 shares worth $13.4M. The position accounts for 0.21% of the portfolio, ranked #134.

Curi RMB Capital first reported a position in AAON in Q4 2023 and has held it in 11 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Curi RMB Capital held 105,828 shares of Aaon worth $13.4M as of Q2 2026.
  • Curi RMB Capital bought 5,177 Aaon shares in Q2 2026, an estimated $606K.
  • Aaon made up 0.21% of Curi RMB Capital's portfolio in Q2 2026, its #134 holding.
  • Curi RMB Capital first reported a position in Aaon in Q4 2023 and has held it in 11 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.