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Oak Thistle LLC’s Aaon AAON Stock Holding History

Oak Thistle LLC’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
Q3 		$565K Sell
6,822
-855
-11% -$77K 0.05% 407
2026
Q2 		$974K Buy
+7,677
New +$899K 0.09% 349
2025
Q1 		– Sell
-2,410
Closed -$284K – 400
2024
Q4 		$284K Buy
+2,410
New +$295K 0.08% 344

Other funds holding AAON

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Oak Thistle LLC's AAON Position: Q3 2026 in Review

Oak Thistle LLC reduced its Aaon (AAON) stake by 11% in Q3 2026, selling an estimated $77K and leaving 6,822 shares worth $565K. The position accounts for 0.05% of the portfolio, ranked #407.

Oak Thistle LLC first reported a position in AAON in Q4 2024 and has held it in 3 quarters since. The position peaked at $974K in Q2 2026. 109 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Oak Thistle LLC held 6,822 shares of Aaon worth $565K as of Q3 2026.
  • Oak Thistle LLC sold 855 Aaon shares in Q3 2026, an estimated $77K.
  • Aaon made up 0.05% of Oak Thistle LLC's portfolio in Q3 2026, its #407 holding.
  • Oak Thistle LLC first reported a position in Aaon in Q4 2024 and has held it in 3 quarters since.
  • Oak Thistle LLC's Aaon position peaked at $974K in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.