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Parcion Private Wealth’s Aaon AAON Stock Holding History

Parcion Private Wealth’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
Q1 		– Sell
-10,764
Closed -$821K – 436
2025
Q4 		$821K Sell
10,764
-737
-6% -$68.1K 0.05% 170
2025
Q3 		$1.07M Buy
11,501
+52
+0.5% +$4.26K 0.07% 130
2025
Q2 		$844K Hold
11,449
– – 0.06% 133
2025
Q1 		$895K Sell
11,449
-1,470
-11% -$152K 0.07% 128
2024
Q4 		$1.52M Hold
12,919
– – 0.12% 102
2024
Q3 		$1.39M Sell
12,919
-4,228
-25% -$386K 0.12% 104
2024
Q2 		$1.5M Sell
17,147
-1,369
-7% -$112K 0.14% 93
2024
Q1 		$1.63M Hold
18,516
– – 0.14% 92
2023
Q4 		$1.37M Buy
18,516
+6,736
+57% +$415K 0.13% 98
2023
Q3 		$670K Buy
+11,780
New +$749K 0.07% 119

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Parcion Private Wealth's AAON Position: Q1 2026 in Review

Parcion Private Wealth sold out of Aaon (AAON) in Q1 2026, closing a stake of 10,764 shares — an estimated $821K sold.

Parcion Private Wealth first reported a position in AAON in Q3 2023 and held it in 10 quarters. The position peaked at $1.63M in Q1 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Parcion Private Wealth reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 10,764 Aaon shares in Q1 2026, an estimated $821K.
  • Parcion Private Wealth first reported a position in Aaon in Q3 2023 and held it in 10 quarters.
  • Parcion Private Wealth's Aaon position peaked at $1.63M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.