Prime Capital Investment Advisors’s Aaon AAON Stock Holding History

Prime Capital Investment Advisors’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	$305K	Buy	+2,401	New	+$281K	﹤0.01%	864
2025 Q4	–	Sell	-2,388	Closed	-$223K	–	1037
2025 Q3	$223K	Buy	+2,388	New	+$196K	﹤0.01%	906
2025 Q2	–	Sell	-2,794	Closed	-$218K	–	961
2025 Q1	$218K	Buy	2,794 +394	+16%	+$40.6K	﹤0.01%	945
2024 Q4	$282K	Buy	2,400 +5	+0.2%	+$613	﹤0.01%	750
2024 Q3	$258K	Buy	2,395 +16	+0.7%	+$1.46K	﹤0.01%	782
2024 Q2	$208K	Sell	2,379 -385	-14%	-$31.4K	﹤0.01%	847
2024 Q1	$244K	Buy	+2,764	New	+$217K	﹤0.01%	848

Other funds holding AAON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Prime Capital Investment Advisors's AAON Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in Aaon (AAON) in Q2 2026: 2,401 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Prime Capital Investment Advisors previously reported a position in AAON as recently as Q3 2025.

Prime Capital Investment Advisors first reported a position in AAON in Q1 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Prime Capital Investment Advisors held 2,401 shares of Aaon worth $305K as of Q2 2026.
Aaon was a new Prime Capital Investment Advisors position in Q2 2026.
Aaon made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #864 holding.
Prime Capital Investment Advisors first reported a position in Aaon in Q1 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.