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Intellectus Partners’s Aaon AAON Stock Holding History

Intellectus Partners’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 		$246K Buy
+1,941
New +$227K 0.04% 280
2025
Q4 		– Sell
-2,451
Closed -$229K – 286
2025
Q3 		$229K Buy
+2,451
New +$201K 0.04% 256
2025
Q1 		– Sell
-1,883
Closed -$222K – 273
2024
Q4 		$222K Sell
1,883
-170
-8% -$20.8K 0.05% 251
2024
Q3 		$221K Buy
+2,053
New +$188K 0.06% 244
2024
Q2 		– Sell
-2,523
Closed -$222K – 262
2024
Q1 		$222K Sell
2,523
-930
-27% -$72.9K 0.06% 240
2023
Q4 		$255K Buy
+3,453
New +$213K 0.07% 218
2023
Q3 		– Sell
-3,453
Closed -$218K – 262
2023
Q2 		$218K Hold
3,453
– – 0.07% 235
2023
Q1 		$223K Buy
+3,453
New +$190K 0.07% 225
2017
Q1 		– Sell
-306
Closed -$7K – 683
2016
Q4 		$7K Buy
+306
New +$6.38K ﹤0.01% 549

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

Intellectus Partners's AAON Position: Q2 2026 in Review

Intellectus Partners opened a new position in Aaon (AAON) in Q2 2026: 1,941 shares worth $246K. The stake represents 0.04% of the portfolio and ranks #280 among its holdings. This is a return to the name: Intellectus Partners previously reported a position in AAON as recently as Q3 2025.

Intellectus Partners first reported a position in AAON in Q4 2016 and has held it in 9 quarters since. The position peaked at $255K in Q4 2023. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Intellectus Partners held 1,941 shares of Aaon worth $246K as of Q2 2026.
  • Aaon was a new Intellectus Partners position in Q2 2026.
  • Aaon made up 0.04% of Intellectus Partners's portfolio in Q2 2026, its #280 holding.
  • Intellectus Partners first reported a position in Aaon in Q4 2016 and has held it in 9 quarters since.
  • Intellectus Partners's Aaon position peaked at $255K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.