Roundview Capital’s Aaon AAON Stock Holding History

Roundview Capital’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	$1.48M	Sell	11,667 -28	-0.2%	-$3.28K	0.08%	196
2026 Q1	$968K	Buy	+11,695	New	+$1.06M	0.06%	215

Other funds holding AAON

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Roundview Capital's AAON Position: Q2 2026 in Review

Roundview Capital reduced its Aaon (AAON) stake by 0.24% in Q2 2026, selling an estimated $3.28K and leaving 11,667 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #196.

Roundview Capital first reported a position in AAON in Q1 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Roundview Capital held 11,667 shares of Aaon worth $1.48M as of Q2 2026.
Roundview Capital sold 28 Aaon shares in Q2 2026, an estimated $3.28K.
Aaon made up 0.08% of Roundview Capital's portfolio in Q2 2026, its #196 holding.
Roundview Capital first reported a position in Aaon in Q1 2026 and has held it in 2 quarters since.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.