Oak Ridge Investments’s Aaon AAON Stock Holding History

Oak Ridge 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	$468K	Sell	3,687 -338	-8%	-$39.6K	0.03%	150
2026 Q1	$333K	Buy	4,025 +1,091	+37%	+$99.1K	0.02%	158
2025 Q4	$224K	Sell	2,934 -17,964	-86%	-$1.66M	0.01%	175
2025 Q3	$1.95M	Sell	20,898 -145	-0.7%	-$11.9K	0.13%	92
2025 Q2	$1.55M	Sell	21,043 -9,978	-32%	-$875K	0.11%	102
2025 Q1	$2.42M	Buy	31,021 +1,009	+3%	+$104K	0.2%	77
2024 Q4	$3.53M	Sell	30,012 -797	-3%	-$97.7K	0.28%	65
2024 Q3	$3.32M	Buy	+30,809	New	+$2.81M	0.29%	69

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Oak Ridge Investments's AAON Position: Q2 2026 in Review

Oak Ridge Investments reduced its Aaon (AAON) stake by 8.4% in Q2 2026, selling an estimated $39.6K and leaving 3,687 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #150.

Oak Ridge Investments first reported a position in AAON in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.53M in Q4 2024. 81 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Oak Ridge Investments held 3,687 shares of Aaon worth $468K as of Q2 2026.
Oak Ridge Investments sold 338 Aaon shares in Q2 2026, an estimated $39.6K.
Aaon made up 0.03% of Oak Ridge Investments's portfolio in Q2 2026, its #150 holding.
Oak Ridge Investments first reported a position in Aaon in Q3 2024 and has held it in 8 quarters since.
Oak Ridge Investments's Aaon position peaked at $3.53M in Q4 2024.
81 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.