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Portside Wealth Group’s Aaon AAON Stock Holding History

Portside Wealth 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
Q1 		– Sell
-4,008
Closed -$306K – 465
2025
Q4 		$306K Sell
4,008
-2,419
-38% -$223K 0.04% 358
2025
Q3 		$601K Sell
6,427
-4,369
-40% -$358K 0.08% 228
2025
Q2 		$796K Sell
10,796
-207
-2% -$18.1K 0.12% 184
2025
Q1 		$860K Sell
11,003
-3,713
-25% -$383K 0.14% 163
2024
Q4 		$1.73M Sell
14,716
-2,956
-17% -$362K 0.29% 80
2024
Q3 		$1.91M Buy
17,672
+1,168
+7% +$107K 0.33% 75
2024
Q2 		$1.44M Sell
16,504
-1,361
-8% -$111K 0.27% 91
2024
Q1 		$1.57M Buy
17,865
+1,172
+7% +$91.9K 0.29% 88
2023
Q4 		$1.23M Buy
16,693
+1,392
+9% +$85.9K 0.23% 105
2023
Q3 		$868K Sell
15,301
-524
-3% -$33.3K 0.16% 133
2023
Q2 		$1M Buy
+15,825
New +$1M 0.19% 126

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Portside Wealth Group's AAON Position: Q1 2026 in Review

Portside Wealth Group sold out of Aaon (AAON) in Q1 2026, closing a stake of 4,008 shares — an estimated $306K sold.

Portside Wealth Group first reported a position in AAON in Q2 2023 and held it in 11 quarters. The position peaked at $1.91M in Q3 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Portside Wealth Group reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 4,008 Aaon shares in Q1 2026, an estimated $306K.
  • Portside Wealth Group first reported a position in Aaon in Q2 2023 and held it in 11 quarters.
  • Portside Wealth Group's Aaon position peaked at $1.91M in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.