MV Capital Management’s Aaon AAON Stock Holding History

MV 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	$127	Buy	+1	New	+$117	﹤0.01%	1202
2025 Q4	–	Sell	-1	Closed	-$94	–	1184
2025 Q3	$94	Buy	+1	New	+$82	﹤0.01%	1007
2020 Q1	–	Sell	-225	Closed	-$7K	–	347
2019 Q4	$7K	Hold	225	–	–	﹤0.01%	263
2019 Q3	$7K	Hold	225	–	–	﹤0.01%	255
2019 Q2	$8K	Hold	225	–	–	﹤0.01%	245
2019 Q1	$7K	Hold	225	–	–	﹤0.01%	252
2018 Q4	$5K	Hold	225	–	–	﹤0.01%	260
2018 Q3	$6K	Hold	225	–	–	﹤0.01%	278
2018 Q2	$5K	Hold	225	–	–	﹤0.01%	302
2018 Q1	$6K	Hold	225	–	–	﹤0.01%	285
2017 Q4	$6K	Hold	225	–	–	﹤0.01%	290
2017 Q3	$5K	Hold	225	–	–	﹤0.01%	288
2017 Q2	$6K	Hold	225	–	–	﹤0.01%	278
2017 Q1	$5K	Hold	225	–	–	﹤0.01%	279
2016 Q4	$5K	Hold	225	–	–	﹤0.01%	280
2016 Q3	$4K	Hold	225	–	–	﹤0.01%	282
2016 Q2	$4K	Hold	225	–	–	﹤0.01%	282
2016 Q1	$4K	Hold	225	–	–	﹤0.01%	266
2015 Q4	$3K	Hold	225	–	–	﹤0.01%	288
2015 Q3	$3K	Hold	225	–	–	﹤0.01%	279
2015 Q2	$3K	Hold	225	–	–	﹤0.01%	376
2015 Q1	$4K	Sell	225 -149	-40%	-$2.25K	﹤0.01%	352
2014 Q4	$6K	Buy	+374	New	+$4.99K	﹤0.01%	337

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

MV Capital Management opened a new position in Aaon (AAON) in Q2 2026: 1 share worth $127. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: MV Capital Management previously reported a position in AAON as recently as Q3 2025.

MV Capital Management first reported a position in AAON in Q4 2014 and has held it in 23 quarters since. The position peaked at $8K in Q2 2019. 133 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

MV Capital Management held 1 share of Aaon worth $127 as of Q2 2026.
Aaon was a new MV Capital Management position in Q2 2026.
Aaon made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1202 holding.
MV Capital Management first reported a position in Aaon in Q4 2014 and has held it in 23 quarters since.
MV Capital Management's Aaon position peaked at $8K in Q2 2019.
133 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.