Grantham, Mayo, Van Otterloo & Co (GMO)’s Aaon AAON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.3M	Buy	390,246 +52,659	+16%	+$4.78M	0.08%	116
2025 Q4	$25.7M	Sell	337,587 -292,092	-46%	-$27M	0.07%	136
2025 Q3	$58.8M	Buy	629,679 +5,868	+0.9%	+$481K	0.17%	60
2025 Q2	$46M	Buy	623,811 +263,434	+73%	+$23.1M	0.14%	75
2025 Q1	$28.2M	Buy	360,377 +146,508	+69%	+$15.1M	0.09%	147
2024 Q4	$25.2M	Sell	213,869 -183,526	-46%	-$22.5M	0.08%	164
2024 Q3	$42.9M	Sell	397,395 -73,489	-16%	-$6.71M	0.13%	104
2024 Q2	$41.1M	Buy	470,884 +20,875	+5%	+$1.7M	0.14%	97
2024 Q1	$39.6M	Buy	450,009 +198,131	+79%	+$15.5M	0.14%	98
2023 Q4	$18.6M	Buy	251,878 +72,750	+41%	+$4.49M	0.08%	178
2023 Q3	$10.2M	Buy	179,128 +39,062	+28%	+$2.48M	0.05%	259
2023 Q2	$8.85M	Hold	140,066	–	–	0.04%	271
2023 Q1	$9.03M	Buy	140,066 +64,434	+85%	+$3.54M	0.05%	257
2022 Q4	$3.8M	Buy	75,632 +10,175	+16%	+$475K	0.02%	375
2022 Q3	$2.35M	Buy	+65,457	New	+$2.52M	0.01%	405