Ferguson Wellman Capital Management’s Aaon AAON Stock Holding History

Ferguson Wellman 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 Q2	$19M	Sell	150,136 -15,895	-10%	-$1.86M	0.23%	84
2026 Q1	$13.7M	Sell	166,031 -5,345	-3%	-$486K	0.19%	89
2025 Q4	$13.1M	Buy	171,376 +53,401	+45%	+$4.93M	0.21%	71
2025 Q3	$11M	Sell	117,975 -292	-0.2%	-$23.9K	0.18%	73
2025 Q2	$8.72M	Sell	118,267 -1,280	-1%	-$112K	0.15%	77
2025 Q1	$9.34M	Buy	119,547 +3,787	+3%	+$391K	0.18%	75
2024 Q4	$13.6M	Buy	115,760 +67,780	+141%	+$8.31M	0.26%	70
2024 Q3	$5.17M	Sell	47,980 -85,297	-64%	-$7.79M	0.1%	100
2024 Q2	$11.6M	Buy	133,277 +85,297	+178%	+$6.95M	0.24%	75
2024 Q1	$4.23M	Hold	47,980	–	–	0.09%	108
2023 Q4	$3.54M	Buy	47,980 +27,600	+135%	+$1.7M	0.08%	118
2023 Q3	$1.16M	Buy	+20,380	New	+$1.3M	0.03%	168

Other funds holding AAON

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Ferguson Wellman Capital Management's AAON Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Aaon (AAON) stake by 9.6% in Q2 2026, selling an estimated $1.86M and leaving 150,136 shares worth $19M. The position accounts for 0.23% of the portfolio, ranked #84.

Ferguson Wellman Capital Management first reported a position in AAON in Q3 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Ferguson Wellman Capital Management held 150,136 shares of Aaon worth $19M as of Q2 2026.
Ferguson Wellman Capital Management sold 15,895 Aaon shares in Q2 2026, an estimated $1.86M.
Aaon made up 0.23% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #84 holding.
Ferguson Wellman Capital Management first reported a position in Aaon in Q3 2023 and has held it in 12 quarters since.
88 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.