Janney Montgomery Scott
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Janney Montgomery Scott’s Aaon AAON Stock Holding History

Janney Montgomery Scott’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 		$1.39M Buy
16,779
+2,903
+21% +$264K ﹤0.01% 1468
2025
Q4 		$1.06M Sell
13,876
-3,223
-19% -$298K ﹤0.01% 1691
2025
Q3 		$1.6M Sell
17,099
-3,166
-16% -$259K ﹤0.01% 1427
2025
Q2 		$1.5M Sell
20,265
-20,424
-50% -$1.79M ﹤0.01% 1350
2025
Q1 		$3.18M Buy
40,689
+57
+0.1% +$5.88K 0.01% 961
2024
Q4 		$4.78M Sell
40,632
-7,014
-15% -$860K 0.01% 795
2024
Q3 		$5.14M Sell
47,646
-880
-2% -$80.4K 0.01% 750
2024
Q2 		$4.23M Buy
48,526
+31,268
+181% +$2.55M 0.01% 789
2024
Q1 		$1.52M Buy
17,258
+8,613
+100% +$675K ﹤0.01% 1289
2023
Q4 		$639K Buy
8,645
+4,743
+122% +$293K ﹤0.01% 1725
2023
Q3 		$222K Sell
3,902
-510
-12% -$32.4K ﹤0.01% 2321
2023
Q2 		$279K Buy
+4,412
New +$279K ﹤0.01% 2269
2023
Q1 		– Sell
-4,049
Closed -$203K – 2454
2022
Q4 		$203K Buy
+4,049
New +$189K ﹤0.01% 2368

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
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
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

Janney Montgomery Scott's AAON Position: Q1 2026 in Review

Janney Montgomery Scott increased its Aaon (AAON) stake by 21% in Q1 2026, buying an estimated $264K and bringing the position to 16,779 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Janney Montgomery Scott first reported a position in AAON in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.14M in Q3 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Janney Montgomery Scott held 16,779 shares of Aaon worth $1.39M as of Q1 2026.
  • Janney Montgomery Scott bought 2,903 Aaon shares in Q1 2026, an estimated $264K.
  • Aaon made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1468 holding.
  • Janney Montgomery Scott first reported a position in Aaon in Q4 2022 and has held it in 13 quarters since.
  • Janney Montgomery Scott's Aaon position peaked at $5.14M in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.