DZ Bank’s Aaon AAON Stock Holding History

DZ Bank’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	$368K	Sell	2,900 -2,000	-41%	-$234K	﹤0.01%	863
2026 Q1	$405K	Hold	4,900	–	–	﹤0.01%	828
2025 Q4	$374K	Hold	4,900	–	–	﹤0.01%	827
2025 Q3	$458K	Hold	4,900	–	–	﹤0.01%	778
2025 Q2	$361K	Hold	4,900	–	–	﹤0.01%	771
2025 Q1	$383K	Hold	4,900	–	–	﹤0.01%	792
2024 Q4	$577K	Sell	4,900 -3,700	-43%	-$454K	﹤0.01%	721
2024 Q3	$927K	Hold	8,600	–	–	﹤0.01%	679
2024 Q2	$750K	Hold	8,600	–	–	﹤0.01%	713
2024 Q1	$758K	Sell	8,600 -700	-8%	-$54.9K	﹤0.01%	724
2023 Q4	$687K	Hold	9,300	–	–	﹤0.01%	712
2023 Q3	$529K	Buy	9,300 +2,250	+32%	+$143K	﹤0.01%	721
2023 Q2	$446K	Hold	7,050	–	–	﹤0.01%	761
2023 Q1	$454K	Hold	7,050	–	–	﹤0.01%	755
2022 Q4	$354K	Buy	7,050 +2,100	+42%	+$98K	﹤0.01%	813
2022 Q3	$178K	Buy	+4,950	New	+$191K	﹤0.01%	870
2021 Q4	–	Sell	-1,488	Closed	-$65.8K	–	1074
2021 Q3	$65.8K	Buy	+1,488	New	+$64.6K	﹤0.01%	913

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

DZ Bank's AAON Position: Q2 2026 in Review

DZ Bank reduced its Aaon (AAON) stake by 41% in Q2 2026, selling an estimated $234K and leaving 2,900 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

DZ Bank first reported a position in AAON in Q3 2021 and has held it in 17 quarters since. The position peaked at $927K in Q3 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

DZ Bank held 2,900 shares of Aaon worth $368K as of Q2 2026.
DZ Bank sold 2,000 Aaon shares in Q2 2026, an estimated $234K.
Aaon made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #863 holding.
DZ Bank first reported a position in Aaon in Q3 2021 and has held it in 17 quarters since.
DZ Bank's Aaon position peaked at $927K in Q3 2024.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.