J. Goldman & Co’s Aaon AAON Stock Holding History

J. Goldman & Co’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 Q1	–	Sell	-91,882	Closed	-$7.01M	–	643
2025 Q4	$7.01M	Buy	+91,882	New	+$8.49M	0.18%	152
2025 Q3	–	Sell	-108,221	Closed	-$7.98M	–	441
2025 Q2	$7.98M	Buy	+108,221	New	+$9.49M	0.19%	154

Other funds holding AAON

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

J. Goldman & Co's AAON Position: Q1 2026 in Review

J. Goldman & Co sold out of Aaon (AAON) in Q1 2026, closing a stake of 91,882 shares — an estimated $7.01M sold.

J. Goldman & Co first reported a position in AAON in Q2 2025 and held it in 2 quarters. The position peaked at $7.98M in Q2 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

J. Goldman & Co reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 91,882 Aaon shares in Q1 2026, an estimated $7.01M.
J. Goldman & Co first reported a position in Aaon in Q2 2025 and held it in 2 quarters.
J. Goldman & Co's Aaon position peaked at $7.98M in Q2 2025.
400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.