Great Valley Advisor Group’s Aaon AAON Stock Holding History

Great Valley Advisor Group’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	$375K	Buy	+2,955	New	+$346K	0.01%	807
2025 Q4	–	Sell	-2,253	Closed	-$211K	–	946
2025 Q3	$211K	Buy	+2,253	New	+$185K	﹤0.01%	878
2025 Q2	–	Sell	-2,862	Closed	-$224K	–	893
2025 Q1	$224K	Sell	2,862 -407	-12%	-$42K	﹤0.01%	804
2024 Q4	$385K	Hold	3,269	–	–	0.01%	632
2024 Q3	$353K	Buy	+3,269	New	+$299K	0.01%	643
2024 Q2	–	Sell	-2,402	Closed	-$212K	–	776
2024 Q1	$212K	Buy	+2,402	New	+$188K	0.01%	695
2023 Q4	–	Sell	-4,914	Closed	-$279K	–	712
2023 Q3	$279K	Buy	+4,914	New	+$312K	0.01%	560

Other funds holding AAON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Great Valley Advisor Group's AAON Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Aaon (AAON) in Q2 2026: 2,955 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in AAON as recently as Q3 2025.

Great Valley Advisor Group first reported a position in AAON in Q3 2023 and has held it in 7 quarters since. The position peaked at $385K in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Great Valley Advisor Group held 2,955 shares of Aaon worth $375K as of Q2 2026.
Aaon was a new Great Valley Advisor Group position in Q2 2026.
Aaon made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #807 holding.
Great Valley Advisor Group first reported a position in Aaon in Q3 2023 and has held it in 7 quarters since.
Great Valley Advisor Group's Aaon position peaked at $385K in Q4 2024.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.