Marshall Wace
AAON icon

Marshall Wace’s Aaon AAON Stock Holding History

Marshall Wace’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 		$3.02M Sell
36,481
-40,236
-52% -$3.66M ﹤0.01% 1563
2025
Q4 		$5.85M Buy
76,717
+71,303
+1,317% +$6.59M 0.01% 1082
2025
Q3 		$506K Sell
5,414
-4,997
-48% -$409K ﹤0.01% 2229
2025
Q2 		$768K Sell
10,411
-9,015
-46% -$790K ﹤0.01% 1964
2025
Q1 		$1.52M Buy
+19,426
New +$2M ﹤0.01% 1591
2024
Q4 		– Sell
-32,875
Closed -$3.55M – 2528
2024
Q3 		$3.55M Buy
32,875
+18,990
+137% +$1.73M ﹤0.01% 1135
2024
Q2 		$1.21M Sell
13,885
-13,113
-49% -$1.07M ﹤0.01% 1604
2024
Q1 		$2.38M Buy
+26,998
New +$2.12M ﹤0.01% 1278
2023
Q4 		– Sell
-8,856
Closed -$504K – 2112
2023
Q3 		$504K Sell
8,856
-110,891
-93% -$7.05M ﹤0.01% 1726
2023
Q2 		$7.57M Sell
119,747
-216,876
-64% -$13.7M 0.01% 855
2023
Q1 		$21.7M Buy
336,623
+303,837
+927% +$16.7M 0.05% 443
2022
Q4 		$1.65M Buy
+32,786
New +$1.53M ﹤0.01% 1835
2021
Q4 		– Sell
-42,819
Closed -$1.87M – 3804
2021
Q3 		$1.87M Buy
42,819
+35,623
+495% +$1.55M 0.01% 1612
2021
Q2 		$300K Buy
+7,196
New +$317K ﹤0.01% 2319
2020
Q2 		– Sell
-64,316
Closed -$2.07M – 1484
2020
Q1 		$2.07M Buy
+64,316
New +$2.24M 0.02% 614
2019
Q4 		– Sell
-2,648
Closed -$82K – 1643
2019
Q3 		$82K Buy
+2,648
New +$85.5K ﹤0.01% 1417

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $4.71B AUM 6.32% 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

Marshall Wace's AAON Position: Q1 2026 in Review

Marshall Wace reduced its Aaon (AAON) stake by 52% in Q1 2026, selling an estimated $3.66M and leaving 36,481 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Marshall Wace first reported a position in AAON in Q3 2019 and has held it in 16 quarters since. The position peaked at $21.7M in Q1 2023. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Marshall Wace held 36,481 shares of Aaon worth $3.02M as of Q1 2026.
  • Marshall Wace sold 40,236 Aaon shares in Q1 2026, an estimated $3.66M.
  • Aaon made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1563 holding.
  • Marshall Wace first reported a position in Aaon in Q3 2019 and has held it in 16 quarters since.
  • Marshall Wace's Aaon position peaked at $21.7M in Q1 2023.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.