JG
AAON icon

Joel Greenblatt’s Aaon AAON Stock Holding History

Joel Greenblatt’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 		$2.07M Buy
+16,325
New +$1.91M ﹤0.01% 1134
2023
Q4 		– Sell
-6,904
Closed -$393K – 1325
2023
Q3 		$393K Buy
6,904
+3,616
+110% +$230K 0.01% 1036
2023
Q2 		$208K Buy
+3,288
New +$208K ﹤0.01% 1227
2020
Q3 		– Sell
-9,668
Closed -$350K – 1012
2020
Q2 		$350K Buy
+9,668
New +$325K 0.01% 832
2016
Q3 		– Sell
-18,545
Closed -$340K – 912
2016
Q2 		$340K Buy
+18,545
New +$335K ﹤0.01% 791
2015
Q4 		– Sell
-80,601
Closed -$1.04M – 856
2015
Q3 		$1.04M Sell
80,601
-3
-0% -$43 0.01% 612
2015
Q2 		$1.21M Sell
80,604
-66,719
-45% -$1.06M 0.01% 604
2015
Q1 		$2.41M Sell
147,323
-22,641
-13% -$342K 0.02% 503
2014
Q4 		$2.54M Sell
169,964
-199,380
-54% -$2.66M 0.02% 492
2014
Q3 		$4.19M Sell
369,344
-97,873
-21% -$1.27M 0.04% 433
2014
Q2 		$6.96M Buy
467,217
+86,119
+23% +$1.15M 0.09% 328
2014
Q1 		$4.72M Buy
381,098
+73,341
+24% +$972K 0.07% 366
2013
Q4 		$6.02M Sell
307,757
-117,678
-28% -$1.49M 0.14% 242
2013
Q3 		$5.02M Buy
425,435
+243,485
+134% +$2.64M 0.16% 209
2013
Q2 		$1.78M Buy
+181,950
New +$1.63M 0.08% 390

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

Joel Greenblatt's AAON Position: Q2 2026 in Review

Joel Greenblatt opened a new position in Aaon (AAON) in Q2 2026: 16,325 shares worth $2.07M. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in AAON as recently as Q3 2023.

Joel Greenblatt first reported a position in AAON in Q2 2013 and has held it in 15 quarters since. The position peaked at $6.96M in Q2 2014. 470 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Joel Greenblatt held 16,325 shares of Aaon worth $2.07M as of Q2 2026.
  • Aaon was a new Joel Greenblatt position in Q2 2026.
  • Aaon made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1134 holding.
  • Joel Greenblatt first reported a position in Aaon in Q2 2013 and has held it in 15 quarters since.
  • Joel Greenblatt's Aaon position peaked at $6.96M in Q2 2014.
  • 470 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.