Dynamic Technology Lab’s Aaon AAON Stock Holding History

Dynamic Technology Lab’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 Q1	$256K	Buy	+3,096	New	+$281K	0.04%	664
2025 Q3	–	Sell	-24,186	Closed	-$1.78M	–	770
2025 Q2	$1.78M	Buy	+24,186	New	+$2.12M	0.24%	86
2023 Q4	–	Sell	-27,320	Closed	-$1.55M	–	990
2023 Q3	$1.55M	Sell	27,320 -7,915	-22%	-$503K	0.16%	149
2023 Q2	$2.23M	Buy	+35,235	New	+$2.23M	0.28%	69
2022 Q3	–	Sell	-7,890	Closed	-$288K	–	1081
2022 Q2	$288K	Buy	+7,890	New	+$276K	0.03%	775
2021 Q3	–	Sell	-28,070	Closed	-$1.17M	–	1011
2021 Q2	$1.17M	Buy	28,070 +20,958	+295%	+$923K	0.12%	265
2021 Q1	$332K	Buy	+7,112	New	+$349K	0.04%	763
2019 Q4	–	Sell	-9,986	Closed	-$306K	–	928
2019 Q3	$306K	Buy	+9,986	New	+$322K	0.05%	645
2017 Q4	–	Sell	-12,984	Closed	-$298K	–	966
2017 Q3	$298K	Buy	+12,984	New	+$295K	0.05%	727
2016 Q3	–	Sell	-12,624	Closed	-$232K	–	849
2016 Q2	$232K	Sell	12,624 -500	-4%	-$9.03K	0.06%	647
2016 Q1	$245K	Buy	+13,124	New	+$201K	0.07%	642

Other funds holding AAON

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return