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MAI Capital Management’s Aaon AAON Stock Holding History

MAI Capital Management’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 		– Sell
-107
Closed -$8.86K – 2110
2026
Q1 		$8.86K Buy
+107
New +$9.72K ﹤0.01% 3226
2025
Q4 		– Sell
-135
Closed -$12.6K – 4354
2025
Q3 		$12.6K Sell
135
-194
-59% -$15.9K ﹤0.01% 2639
2025
Q2 		$24.3K Buy
329
+237
+258% +$20.8K ﹤0.01% 2254
2025
Q1 		$7.19K Hold
92
– – ﹤0.01% 2615
2024
Q4 		$10.8K Buy
+92
New +$11.3K ﹤0.01% 2487

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

MAI Capital Management's AAON Position: Q2 2026 in Review

MAI Capital Management sold out of Aaon (AAON) in Q2 2026, closing a stake of 107 shares — an estimated $8.86K sold.

MAI Capital Management first reported a position in AAON in Q4 2024 and held it in 5 quarters. The position peaked at $24.3K in Q2 2025. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • MAI Capital Management reported no remaining Aaon position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 107 Aaon shares in Q2 2026, an estimated $8.86K.
  • MAI Capital Management first reported a position in Aaon in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's Aaon position peaked at $24.3K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

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