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Jacobson & Schmitt Advisors’s Aaon AAON Stock Holding History

Jacobson & Schmitt Advisors’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 		$19.7M Sell
155,304
-682
-0.4% -$79.9K 3.22% 9
2026
Q1 		$12.9M Buy
+155,986
New +$14.2M 2.34% 20

Other funds holding AAON

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Jacobson & Schmitt Advisors's AAON Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its Aaon (AAON) stake by 0.44% in Q2 2026, selling an estimated $79.9K and leaving 155,304 shares worth $19.7M. The position accounts for 3.22% of the portfolio, ranked #9.

Jacobson & Schmitt Advisors first reported a position in AAON in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Jacobson & Schmitt Advisors held 155,304 shares of Aaon worth $19.7M as of Q2 2026.
  • Jacobson & Schmitt Advisors sold 682 Aaon shares in Q2 2026, an estimated $79.9K.
  • Aaon made up 3.22% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #9 holding.
  • Jacobson & Schmitt Advisors first reported a position in Aaon in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.