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Richard Bernstein Advisors’s Aaon AAON Stock Holding History

Richard Bernstein 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
Q1 		$1.87M Buy
+22,573
New +$2.05M 0.05% 89

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

Richard Bernstein Advisors's AAON Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Aaon (AAON) in Q1 2026: 22,573 shares worth $1.87M. The stake represents 0.05% of the portfolio and ranks #89 among its holdings.

402 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Richard Bernstein Advisors held 22,573 shares of Aaon worth $1.87M as of Q1 2026.
  • Aaon was a new Richard Bernstein Advisors position in Q1 2026.
  • Aaon made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #89 holding.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.