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First National Advisers’s Aaon AAON Stock Holding History

First National Advisers’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 		$435K Buy
5,259
+537
+11% +$48.8K 0.06% 178
2025
Q4 		$360K Buy
+4,722
New +$436K 0.05% 195

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

First National Advisers's AAON Position: Q1 2026 in Review

First National Advisers increased its Aaon (AAON) stake by 11% in Q1 2026, buying an estimated $48.8K and bringing the position to 5,259 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #178.

First National Advisers first reported a position in AAON in Q4 2025 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • First National Advisers held 5,259 shares of Aaon worth $435K as of Q1 2026.
  • First National Advisers bought 537 Aaon shares in Q1 2026, an estimated $48.8K.
  • Aaon made up 0.06% of First National Advisers's portfolio in Q1 2026, its #178 holding.
  • First National Advisers first reported a position in Aaon in Q4 2025 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.