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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $4.36B AUM 17.81% 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

Kovitz Investment Group Partners's AAON Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Aaon (AAON) stake by 6% in Q1 2026, buying an estimated $43.6K and bringing the position to 8,414 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #366.

Kovitz Investment Group Partners first reported a position in AAON in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Kovitz Investment Group Partners held 8,414 shares of Aaon worth $696K as of Q1 2026.
  • Kovitz Investment Group Partners bought 480 Aaon shares in Q1 2026, an estimated $43.6K.
  • Aaon made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #366 holding.
  • Kovitz Investment Group Partners first reported a position in Aaon in Q1 2025 and has held it in 5 quarters since.
  • Kovitz Investment Group Partners's Aaon position peaked at $1.2M in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.