DI
AAON icon

Disciplined Investments’s Aaon AAON Stock Holding History

Disciplined Investments’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 		$484K Buy
+3,812
New +$446K 0.16% 93
2023
Q3 		– Sell
-11
Closed -$664 – 110
2023
Q2 		$664 Sell
11
-3
-21% -$190 ﹤0.01% 1125
2023
Q1 		$870 Buy
14
+2
+17% +$110 ﹤0.01% 1021
2022
Q4 		$603 Sell
12
-2
-14% -$93 ﹤0.01% 1118
2022
Q3 		$0 Buy
14
+3
+27% +$116 ﹤0.01% 1189
2022
Q2 		$0 Buy
11
+2
+22% +$70 ﹤0.01% 1221
2022
Q1 		$0 Buy
+9
New +$367 ﹤0.01% 1305

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

Disciplined Investments's AAON Position: Q2 2026 in Review

Disciplined Investments opened a new position in Aaon (AAON) in Q2 2026: 3,812 shares worth $484K. The stake represents 0.16% of the portfolio and ranks #93 among its holdings. This is a return to the name: Disciplined Investments previously reported a position in AAON as recently as Q2 2023.

Disciplined Investments first reported a position in AAON in Q1 2022 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Disciplined Investments held 3,812 shares of Aaon worth $484K as of Q2 2026.
  • Aaon was a new Disciplined Investments position in Q2 2026.
  • Aaon made up 0.16% of Disciplined Investments's portfolio in Q2 2026, its #93 holding.
  • Disciplined Investments first reported a position in Aaon in Q1 2022 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.