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Northstar Group’s Aaon AAON Stock Holding History

Northstar 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
Q2 		$1.04M Hold
8,200
– – 0.13% 78
2026
Q1 		$679K Hold
8,200
– – 0.1% 91
2025
Q4 		$625K Hold
8,200
– – 0.09% 92
2025
Q3 		$766K Hold
8,200
– – 0.11% 83
2025
Q2 		$605K Sell
8,200
-300
-4% -$26.3K 0.09% 85
2025
Q1 		$664K Sell
8,500
-500
-6% -$51.6K 0.11% 82
2024
Q4 		$1.06M Hold
9,000
– – 0.18% 66
2024
Q3 		$971K Sell
9,000
-1,327
-13% -$121K 0.17% 66
2024
Q2 		$901K Sell
10,327
-998
-9% -$81.4K 0.17% 68
2024
Q1 		$998K Buy
+11,325
New +$888K 0.2% 63

Other funds holding AAON

WA
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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RP
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
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

Northstar Group's AAON Position: Q2 2026 in Review

Northstar Group held its Aaon (AAON) position steady in Q2 2026 at 8,200 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #78.

Northstar Group first reported a position in AAON in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2024. 146 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Northstar Group held 8,200 shares of Aaon worth $1.04M as of Q2 2026.
  • Northstar Group left its Aaon share count unchanged in Q2 2026.
  • Aaon made up 0.13% of Northstar Group's portfolio in Q2 2026, its #78 holding.
  • Northstar Group first reported a position in Aaon in Q1 2024 and has held it in 10 quarters since.
  • Northstar Group's Aaon position peaked at $1.06M in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.