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Mirabella Financial Services’s Aaon AAON Stock Holding History

Mirabella Financial Services’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 		– Sell
-2,925
Closed -$223K – 890
2025
Q4 		$223K Buy
+2,925
New +$270K 0.02% 578
2024
Q3 		– Sell
-9,380
Closed -$818K – 151
2024
Q2 		$818K Buy
+9,380
New +$765K 0.06% 186

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

Mirabella Financial Services's AAON Position: Q1 2026 in Review

Mirabella Financial Services sold out of Aaon (AAON) in Q1 2026, closing a stake of 2,925 shares — an estimated $223K sold.

Mirabella Financial Services first reported a position in AAON in Q2 2024 and held it in 2 quarters. The position peaked at $818K in Q2 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Mirabella Financial Services reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 2,925 Aaon shares in Q1 2026, an estimated $223K.
  • Mirabella Financial Services first reported a position in Aaon in Q2 2024 and held it in 2 quarters.
  • Mirabella Financial Services's Aaon position peaked at $818K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.