Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Aaon AAON Stock Holding History

Kovitz Investment Group Partners’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 		$901K Sell
7,101
-1,313
-16% -$154K 0.02% 328
2026
Q1 		$696K Buy
8,414
+480
+6% +$43.6K 0.02% 366
2025
Q4 		$605K Sell
7,934
-4,953
-38% -$457K 0.01% 375
2025
Q3 		$1.2M Buy
12,887
+21
+0.2% +$1.72K ﹤0.01% 795
2025
Q2 		$949K Buy
12,866
+3,632
+39% +$318K ﹤0.01% 813
2025
Q1 		$721K Buy
+9,234
New +$952K ﹤0.01% 820

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's AAON Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Aaon (AAON) stake by 16% in Q2 2026, selling an estimated $154K and leaving 7,101 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #328.

Kovitz Investment Group Partners first reported a position in AAON in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q3 2025. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Kovitz Investment Group Partners held 7,101 shares of Aaon worth $901K as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,313 Aaon shares in Q2 2026, an estimated $154K.
  • Aaon made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #328 holding.
  • Kovitz Investment Group Partners first reported a position in Aaon in Q1 2025 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Aaon position peaked at $1.2M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.