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Ethic Inc’s Aaon AAON Stock Holding History

Ethic Inc’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 		$334K Buy
+2,629
New +$308K ﹤0.01% 1083
2025
Q2 		– Sell
-5,184
Closed -$410K – 1215
2025
Q1 		$410K Buy
+5,184
New +$535K 0.01% 853

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

Ethic Inc's AAON Position: Q2 2026 in Review

Ethic Inc opened a new position in Aaon (AAON) in Q2 2026: 2,629 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Ethic Inc previously reported a position in AAON as recently as Q1 2025.

Ethic Inc first reported a position in AAON in Q1 2025 and has held it in 2 quarters since. The position peaked at $410K in Q1 2025. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Ethic Inc held 2,629 shares of Aaon worth $334K as of Q2 2026.
  • Aaon was a new Ethic Inc position in Q2 2026.
  • Aaon made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1083 holding.
  • Ethic Inc first reported a position in Aaon in Q1 2025 and has held it in 2 quarters since.
  • Ethic Inc's Aaon position peaked at $410K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.