JY
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Jeff Yass’s Aaon AAON Stock Holding History

Jeff Yass’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 		$13M Buy
102,300
+100
+0.1% +$11.7K ﹤0.01% 2989
2026
Q1 		$8.46M Sell
102,200
-21,300
-17% -$1.94M ﹤0.01% 3364
2025
Q4 		$9.42M Sell
123,500
-63,900
-34% -$5.9M ﹤0.01% 3125
2025
Q3 		$17.5M Buy
187,400
+125,700
+204% +$10.3M ﹤0.01% 2345
2025
Q2 		$4.55M Buy
61,700
+51,400
+499% +$4.51M ﹤0.01% 4149
2025
Q1 		$805K Sell
10,300
-21,900
-68% -$2.26M ﹤0.01% 7808
2024
Q4 		$3.79M Buy
32,200
+12,000
+59% +$1.47M ﹤0.01% 4044
2024
Q3 		$2.18M Sell
20,200
-24,200
-55% -$2.21M ﹤0.01% 5101
2024
Q2 		$3.87M Buy
44,400
+30,500
+219% +$2.49M ﹤0.01% 3863
2024
Q1 		$1.22M Buy
13,900
+5,900
+74% +$462K ﹤0.01% 6408
2023
Q4 		$591K Buy
8,000
+4,350
+119% +$268K ﹤0.01% 8248
2023
Q3 		$208K Buy
+3,650
New +$232K ﹤0.01% 10145
2023
Q2 		– Sell
-4,350
Closed -$280K – 11939
2023
Q1 		$280K Buy
+4,350
New +$239K ﹤0.01% 9864
2021
Q2 		– Sell
-8,700
Closed -$406K – 12463
2021
Q1 		$406K Sell
8,700
-17,550
-67% -$861K ﹤0.01% 9953
2020
Q4 		$1.17M Sell
26,250
-13,350
-34% -$564K ﹤0.01% 6358
2020
Q3 		$1.59M Sell
39,600
-11,550
-23% -$443K ﹤0.01% 5053
2020
Q2 		$1.85M Buy
51,150
+14,700
+40% +$494K ﹤0.01% 4645
2020
Q1 		$1.17M Buy
36,450
+20,700
+131% +$721K ﹤0.01% 5031
2019
Q4 		$519K Sell
15,750
-1,200
-7% -$38.9K ﹤0.01% 6913
2019
Q3 		$519K Buy
+16,950
New +$547K ﹤0.01% 7235
2019
Q2 		– Sell
-36,750
Closed -$1.13M – 10137
2019
Q1 		$1.13M Buy
36,750
+20,700
+129% +$544K ﹤0.01% 4806
2018
Q4 		$375K Sell
16,050
-6,300
-28% -$151K ﹤0.01% 6581
2018
Q3 		$563K Buy
22,350
+10,950
+96% +$281K ﹤0.01% 6298
2018
Q2 		$253K Buy
11,400
+2,850
+33% +$62.7K ﹤0.01% 8167
2018
Q1 		$222K Buy
+8,550
New +$208K ﹤0.01% 8156

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

Jeff Yass's AAON Position: Q2 2026 in Review

Jeff Yass reduced its Aaon (AAON) stake by 61% in Q2 2026, selling an estimated $1.78M and leaving 9,742 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #7655.

Jeff Yass first reported a position in AAON in Q2 2013 and has held it in 36 quarters since. The position peaked at $10.8M in Q2 2024. 471 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Jeff Yass held 9,742 shares of Aaon worth $1.24M as of Q2 2026.
  • Jeff Yass sold 15,235 Aaon shares in Q2 2026, an estimated $1.78M.
  • Aaon made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7655 holding.
  • Jeff Yass first reported a position in Aaon in Q2 2013 and has held it in 36 quarters since.
  • Jeff Yass's Aaon position peaked at $10.8M in Q2 2024.
  • 471 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.