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Geneva Capital Management’s Aaon AAON Stock Holding History

Geneva 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 		$152M Sell
1,200,842
-520,789
-30% -$61M 3.49% 4
2026
Q1 		$142M Sell
1,721,631
-128,012
-7% -$11.6M 3.03% 7
2025
Q4 		$141M Sell
1,849,643
-173,503
-9% -$16M 2.65% 7
2025
Q3 		$189M Sell
2,023,146
-13,606
-0.7% -$1.11M 3.24% 4
2025
Q2 		$150M Buy
2,036,752
+139,024
+7% +$12.2M 2.52% 8
2025
Q1 		$148M Buy
1,897,728
+219,814
+13% +$22.7M 2.77% 6
2024
Q4 		$197M Sell
1,677,914
-20,293
-1% -$2.49M 3.43% 3
2024
Q3 		$183M Buy
1,698,207
+24,384
+1% +$2.23M 3.06% 5
2024
Q2 		$146M Buy
1,673,823
+1,964
+0.1% +$160K 2.66% 7
2024
Q1 		$147M Sell
1,671,859
-30,782
-2% -$2.41M 2.59% 5
2023
Q4 		$126M Buy
1,702,641
+13,864
+0.8% +$855K 2.38% 8
2023
Q3 		$96M Sell
1,688,777
-5,187
-0.3% -$330K 2.02% 12
2023
Q2 		$107M Sell
1,693,964
-4,155
-0.2% -$263K 2.11% 10
2023
Q1 		$109M Buy
1,698,119
+30,704
+2% +$1.69M 2.23% 8
2022
Q4 		$83.7M Sell
1,667,415
-2,871
-0.2% -$134K 1.88% 12
2022
Q3 		$60M Buy
1,670,286
+67,098
+4% +$2.59M 1.39% 25
2022
Q2 		$58.5M Sell
1,603,188
-7,367
-0.5% -$258K 1.35% 22
2022
Q1 		$59.8M Buy
1,610,555
+155,651
+11% +$6.34M 1.16% 31
2021
Q4 		$77M Sell
1,454,904
-31,637
-2% -$1.58M 1.24% 25
2021
Q3 		$64.8M Sell
1,486,541
-5,929
-0.4% -$257K 1.1% 32
2021
Q2 		$62.3M Sell
1,492,470
-19,986
-1% -$880K 1.01% 36
2021
Q1 		$70.6M Sell
1,512,456
-29,148
-2% -$1.43M 1.2% 31
2020
Q4 		$68.5M Buy
1,541,604
+39,511
+3% +$1.67M 1.16% 29
2020
Q3 		$60.3M Buy
1,502,093
+35,757
+2% +$1.37M 1.24% 25
2020
Q2 		$53.1M Buy
1,466,336
+44,894
+3% +$1.51M 1.15% 31
2020
Q1 		$45.8M Buy
+1,421,442
New +$49.5M 1.3% 23

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

Geneva Capital Management's AAON Position: Q2 2026 in Review

Geneva Capital Management reduced its Aaon (AAON) stake by 30% in Q2 2026, selling an estimated $61M and leaving 1,200,842 shares worth $152M. The position accounts for 3.49% of the portfolio, ranked #4.

Geneva Capital Management first reported a position in AAON in Q1 2020 and has held it in 26 quarters since. The position peaked at $197M in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Geneva Capital Management held 1,200,842 shares of Aaon worth $152M as of Q2 2026.
  • Geneva Capital Management sold 520,789 Aaon shares in Q2 2026, an estimated $61M.
  • Aaon made up 3.49% of Geneva Capital Management's portfolio in Q2 2026, its #4 holding.
  • Geneva Capital Management first reported a position in Aaon in Q1 2020 and has held it in 26 quarters since.
  • Geneva Capital Management's Aaon position peaked at $197M in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.