Principal Financial Group
AAON icon

Principal Financial Group’s Aaon AAON Stock Holding History

Principal Financial 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
Q2 		$19.5M Buy
153,625
+1,376
+0.9% +$161K 0.01% 1010
2026
Q1 		$12.6M Buy
152,249
+7,254
+5% +$659K 0.01% 1205
2025
Q4 		$11.1M Sell
144,995
-4,707
-3% -$435K 0.01% 1253
2025
Q3 		$14M Sell
149,702
-3,950
-3% -$324K 0.01% 1080
2025
Q2 		$11.3M Sell
153,652
-2,773
-2% -$243K 0.01% 1189
2025
Q1 		$12.2M Sell
156,425
-478
-0.3% -$49.3K 0.01% 1149
2024
Q4 		$18.5M Sell
156,903
-369
-0.2% -$45.2K 0.01% 904
2024
Q3 		$17M Sell
157,272
-97,527
-38% -$8.91M 0.01% 941
2024
Q2 		$22.2M Sell
254,799
-119,351
-32% -$9.73M 0.01% 790
2024
Q1 		$33M Buy
374,150
+7,144
+2% +$560K 0.02% 635
2023
Q4 		$27.1M Sell
367,006
-7,173
-2% -$442K 0.02% 693
2023
Q3 		$21.3M Buy
374,179
+129
+0% +$8.2K 0.02% 770
2023
Q2 		$23.6M Sell
374,050
-6,848
-2% -$433K 0.02% 746
2023
Q1 		$24.6M Sell
380,898
-7,987
-2% -$439K 0.02% 726
2022
Q4 		$19.5M Sell
388,885
-2,495
-0.6% -$116K 0.01% 839
2022
Q3 		$14.1M Sell
391,380
-3,880
-1% -$150K 0.01% 990
2022
Q2 		$14.4M Sell
395,260
-26,456
-6% -$926K 0.01% 1059
2022
Q1 		$15.7M Sell
421,716
-2,818
-0.7% -$115K 0.01% 1084
2021
Q4 		$22.5M Sell
424,534
-12,180
-3% -$609K 0.01% 867
2021
Q3 		$19M Buy
436,714
+2,241
+0.5% +$97.2K 0.01% 989
2021
Q2 		$18.1M Buy
434,473
+850
+0.2% +$37.4K 0.01% 1054
2021
Q1 		$20.2M Sell
433,623
-2,469
-0.6% -$121K 0.01% 905
2020
Q4 		$19.4M Sell
436,092
-10,597
-2% -$448K 0.01% 793
2020
Q3 		$17.9M Sell
446,689
-18,188
-4% -$697K 0.02% 721
2020
Q2 		$16.8M Buy
464,877
+2,409
+0.5% +$81K 0.01% 744
2020
Q1 		$14.9M Sell
462,468
-25,189
-5% -$878K 0.02% 679
2019
Q4 		$16.1M Sell
487,657
-438
-0.1% -$14.2K 0.01% 969
2019
Q3 		$14.9M Sell
488,095
-944
-0.2% -$30.5K 0.01% 981
2019
Q2 		$16.4M Buy
489,039
+348
+0.1% +$11K 0.01% 923
2019
Q1 		$15M Sell
488,691
-6,163
-1% -$162K 0.01% 973
2018
Q4 		$11.6M Sell
494,854
-7,917
-2% -$190K 0.01% 1082
2018
Q3 		$12.7M Buy
502,771
+31,597
+7% +$811K 0.01% 1185
2018
Q2 		$10.4M Buy
471,174
+6,977
+2% +$153K 0.01% 1277
2018
Q1 		$12.1M Buy
464,197
+10,704
+2% +$260K 0.01% 1141
2017
Q4 		$11.1M Sell
453,493
-17,084
-4% -$401K 0.01% 1215
2017
Q3 		$10.8M Sell
470,577
-2,073
-0.4% -$47.1K 0.01% 1191
2017
Q2 		$11.6M Buy
472,650
+2,346
+0.5% +$56.8K 0.01% 1133
2017
Q1 		$11.1M Buy
470,304
+23,427
+5% +$537K 0.01% 1126
2016
Q4 		$9.85M Buy
446,877
+12,686
+3% +$265K 0.01% 1180
2016
Q3 		$8.34M Buy
434,191
+12,972
+3% +$239K 0.01% 1225
2016
Q2 		$7.72M Buy
421,219
+12,483
+3% +$226K 0.01% 1219
2016
Q1 		$7.63M Buy
408,736
+8,179
+2% +$125K 0.01% 1161
2015
Q4 		$6.2M Buy
400,557
+16,650
+4% +$252K 0.01% 1250
2015
Q3 		$4.96M Buy
383,907
+2,997
+0.8% +$42.9K 0.01% 1349
2015
Q2 		$5.72M Sell
380,910
-5,970
-2% -$94.6K 0.01% 1354
2015
Q1 		$6.33M Buy
386,880
+5,774
+2% +$87.2K 0.01% 1267
2014
Q4 		$5.69M Sell
381,106
-1,202
-0.3% -$16K 0.01% 1314
2014
Q3 		$4.33M Sell
382,308
-12,419
-3% -$162K 0.01% 1410
2014
Q2 		$5.88M Sell
394,727
-6,763
-2% -$90.5K 0.01% 1284
2014
Q1 		$4.97M Buy
401,490
+14,024
+4% +$186K 0.01% 1366
2013
Q4 		$5.5M Buy
387,466
+23,101
+6% +$293K 0.01% 1295
2013
Q3 		$4.3M Buy
364,365
+32,724
+10% +$354K 0.01% 1364
2013
Q2 		$3.25M Buy
+331,641
New +$2.97M 0.01% 1436

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group's AAON Position: Q2 2026 in Review

Principal Financial Group increased its Aaon (AAON) stake by 0.9% in Q2 2026, buying an estimated $161K and bringing the position to 153,625 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #1010.

Principal Financial Group first reported a position in AAON in Q2 2013 and has held it in 53 quarters since. The position peaked at $33M in Q1 2024. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Principal Financial Group held 153,625 shares of Aaon worth $19.5M as of Q2 2026.
  • Principal Financial Group bought 1,376 Aaon shares in Q2 2026, an estimated $161K.
  • Aaon made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1010 holding.
  • Principal Financial Group first reported a position in Aaon in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Aaon position peaked at $33M in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.