Mather Group’s Aaon AAON Stock Holding History

Mather Group’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 Q3	$20.5K	Buy	248 +42	+20%	+$3.78K	﹤0.01%	1429
2026 Q2	$26.1K	Hold	206	–	–	﹤0.01%	1269
2026 Q1	$17K	Buy	+206	New	+$18.7K	﹤0.01%	1319
2025 Q4	–	Sell	-206	Closed	-$19.2K	–	644
2025 Q3	$19.2K	Buy	+206	New	+$16.9K	﹤0.01%	1130
2025 Q2	–	Sell	-206	Closed	-$16.1K	–	612
2025 Q1	$16.1K	Sell	206 -24	-10%	-$2.48K	﹤0.01%	1137
2024 Q4	$27.1K	Buy	230 +193	+522%	+$23.7K	﹤0.01%	1009
2024 Q3	$3.99K	Buy	37 +11	+42%	+$1K	﹤0.01%	1344
2024 Q2	$2.29K	Buy	26 +9	+53%	+$734	﹤0.01%	1852
2024 Q1	$1.26K	Buy	+17	New	+$1.33K	﹤0.01%	1603

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mather Group's AAON Position: Q3 2026 in Review

Mather Group increased its Aaon (AAON) stake by 20% in Q3 2026, buying an estimated $3.78K and bringing the position to 248 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Mather Group first reported a position in AAON in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.1K in Q4 2024. 62 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

Mather Group held 248 shares of Aaon worth $20.5K as of Q3 2026.
Mather Group bought 42 Aaon shares in Q3 2026, an estimated $3.78K.
Aaon made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1429 holding.
Mather Group first reported a position in Aaon in Q1 2024 and has held it in 9 quarters since.
Mather Group's Aaon position peaked at $27.1K in Q4 2024.
62 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.