Evergreen Capital Management’s Aaon AAON Stock Holding History

Evergreen 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	$484K	Buy	5,851 +1,905	+48%	+$173K	0.01%	812
2025 Q4	$301K	Sell	3,946 -855	-18%	-$79K	0.01%	1032
2025 Q3	$449K	Buy	4,801 +711	+17%	+$58.2K	0.01%	718
2025 Q2	$302K	Sell	4,090 -6	-0.1%	-$526	0.01%	800
2025 Q1	$320K	Sell	4,096 -216	-5%	-$22.3K	0.01%	708
2024 Q4	$507K	Buy	4,312 +71	+2%	+$8.7K	0.02%	500
2024 Q3	$457K	Buy	4,241 +62	+1%	+$5.66K	0.02%	541
2024 Q2	$365K	Hold	4,179	–	–	0.01%	579
2024 Q1	$368K	Buy	4,179 +184	+5%	+$14.4K	0.01%	555
2023 Q4	$295K	Buy	3,995 +15	+0.4%	+$925	0.01%	601
2023 Q3	$226K	Buy	3,980 +80	+2%	+$5.08K	0.01%	662
2023 Q2	$247K	Buy	3,900 +133	+4%	+$8.41K	0.01%	639
2023 Q1	$243K	Buy	+3,767	New	+$207K	0.01%	587

Other funds holding AAON

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

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

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 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 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

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

Evergreen Capital Management increased its Aaon (AAON) stake by 48% in Q1 2026, buying an estimated $173K and bringing the position to 5,851 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #812.

Evergreen Capital Management first reported a position in AAON in Q1 2023 and has held it in 13 quarters since. The position peaked at $507K in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

Evergreen Capital Management held 5,851 shares of Aaon worth $484K as of Q1 2026.
Evergreen Capital Management bought 1,905 Aaon shares in Q1 2026, an estimated $173K.
Aaon made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #812 holding.
Evergreen Capital Management first reported a position in Aaon in Q1 2023 and has held it in 13 quarters since.
Evergreen Capital Management's Aaon position peaked at $507K in Q4 2024.
400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.