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Northwest & Ethical Investments’s Aaon AAON Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-113,416
Closed -$9.39M – 524
2026
Q1 		$9.39M Sell
113,416
-4,605
-4% -$418K 0.22% 116
2025
Q4 		$9M Buy
+118,021
New +$10.9M 0.2% 122

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northwest & Ethical Investments's AAON Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Aaon (AAON) in Q2 2026, closing a stake of 113,416 shares — an estimated $9.39M sold.

Northwest & Ethical Investments first reported a position in AAON in Q4 2025 and held it in 2 quarters. The position peaked at $9.39M in Q1 2026. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Aaon position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 113,416 Aaon shares in Q2 2026, an estimated $9.39M.
  • Northwest & Ethical Investments first reported a position in Aaon in Q4 2025 and held it in 2 quarters.
  • Northwest & Ethical Investments's Aaon position peaked at $9.39M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.