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Everence Capital Management’s Aaon AAON Stock Holding History

Everence Capital Management’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 		$297K Hold
3,590
– – 0.02% 575
2025
Q4 		$274K Hold
3,590
– – 0.02% 635
2025
Q3 		$335K Hold
3,590
– – 0.02% 554
2025
Q2 		$265K Buy
+3,590
New +$315K 0.02% 632
2024
Q3 		– Sell
-14,805
Closed -$1.39K – 750
2024
Q2 		$1.39K Hold
14,805
– – 0.1% 180
2024
Q1 		$1.3K Hold
14,805
– – 0.09% 190
2023
Q4 		$1.09M Sell
14,805
-1,740
-11% -$107K 0.08% 212
2023
Q3 		$941 Hold
16,545
– – 0.07% 223
2023
Q2 		$955K Hold
16,545
– – 0.08% 212
2023
Q1 		$1.07K Hold
16,545
– – 0.09% 203
2022
Q4 		$831 Hold
16,545
– – 0.07% 238
2022
Q3 		$594K Hold
16,545
– – 0.05% 298
2022
Q2 		$604K Buy
16,545
+4,260
+35% +$149K 0.05% 285
2022
Q1 		$456K Hold
12,285
– – 0.03% 432
2021
Q4 		$651K Hold
12,285
– – 0.05% 328
2021
Q3 		$535K Hold
12,285
– – 0.04% 371
2021
Q2 		$513K Hold
12,285
– – 0.04% 388
2021
Q1 		$573K Sell
12,285
-2,340
-16% -$115K 0.05% 322
2020
Q4 		$650K Hold
14,625
– – 0.06% 261
2020
Q3 		$587K Hold
14,625
– – 0.06% 255
2020
Q2 		$528K Hold
14,625
– – 0.06% 277
2020
Q1 		$471K Hold
14,625
– – 0.07% 254
2019
Q4 		$482K Hold
14,625
– – 0.07% 298
2019
Q3 		$448K Hold
14,625
– – 0.07% 297
2019
Q2 		$489K Buy
14,625
+4,725
+48% +$150K 0.08% 264
2019
Q1 		$305K Buy
+9,900
New +$260K 0.05% 402

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
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
GCM
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Everence Capital Management's AAON Position: Q1 2026 in Review

Everence Capital Management held its Aaon (AAON) position steady in Q1 2026 at 3,590 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #575.

Everence Capital Management first reported a position in AAON in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q4 2023. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Everence Capital Management held 3,590 shares of Aaon worth $297K as of Q1 2026.
  • Everence Capital Management left its Aaon share count unchanged in Q1 2026.
  • Aaon made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #575 holding.
  • Everence Capital Management first reported a position in Aaon in Q1 2019 and has held it in 26 quarters since.
  • Everence Capital Management's Aaon position peaked at $1.09M in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.