CVA Family Office’s Aaon AAON Stock Holding History

CVA Family Office’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	$151K	Buy	1,191 +10	+0.8%	+$1.17K	0.01%	386
2026 Q1	$97.7K	Buy	1,181 +58	+5%	+$5.27K	0.01%	463
2025 Q4	$85.6K	Hold	1,123	–	–	0.01%	449
2025 Q3	$105K	Hold	1,123	–	–	0.01%	409
2025 Q2	$82.8K	Hold	1,123	–	–	0.01%	440
2025 Q1	$87.7K	Hold	1,123	–	–	0.01%	418
2024 Q4	$132K	Hold	1,123	–	–	0.02%	341
2024 Q3	$121K	Hold	1,123	–	–	0.02%	338
2024 Q2	$98K	Hold	1,123	–	–	0.02%	356
2024 Q1	$98.9K	Hold	1,123	–	–	0.02%	358
2023 Q4	$83K	Buy	+1,123	New	+$69.3K	0.02%	364
2023 Q3	–	Sell	-1,124	Closed	-$71K	–	227
2023 Q2	$71K	Hold	1,124	–	–	0.01%	367
2023 Q1	$72.4K	Hold	1,124	–	–	0.02%	366
2022 Q4	$56.4K	Hold	1,124	–	–	0.01%	392
2022 Q3	$40K	Hold	1,124	–	–	0.01%	413
2022 Q2	$41K	Hold	1,124	–	–	0.01%	406
2022 Q1	$42K	Hold	1,124	–	–	0.01%	427
2021 Q4	$59K	Buy	+1,124	New	+$56.2K	0.01%	331
2021 Q3	–	Sell	-1,124	Closed	-$47K	–	357
2021 Q2	$47K	Buy	+1,124	New	+$49.5K	0.01%	376

Other funds holding AAON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CVA Family Office's AAON Position: Q2 2026 in Review

CVA Family Office increased its Aaon (AAON) stake by 0.85% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,191 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #386.

CVA Family Office first reported a position in AAON in Q2 2021 and has held it in 19 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

CVA Family Office held 1,191 shares of Aaon worth $151K as of Q2 2026.
CVA Family Office bought 10 Aaon shares in Q2 2026, an estimated $1.17K.
Aaon made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #386 holding.
CVA Family Office first reported a position in Aaon in Q2 2021 and has held it in 19 quarters since.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.