Grantham, Mayo, Van Otterloo & Co (GMO)
AAON icon

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

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$32.8M Sell
258,348
-131,898
-34% -$15.4M 0.07% 124
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

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s AAON Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Aaon (AAON) stake by 34% in Q2 2026, selling an estimated $15.4M and leaving 258,348 shares worth $32.8M. The position accounts for 0.07% of the portfolio, ranked #124.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AAON in Q3 2022 and has held it in 16 quarters since. The position peaked at $58.8M in Q3 2025. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 258,348 shares of Aaon worth $32.8M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 131,898 Aaon shares in Q2 2026, an estimated $15.4M.
  • Aaon made up 0.07% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #124 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Aaon in Q3 2022 and has held it in 16 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Aaon position peaked at $58.8M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.