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SageView Advisory Group’s Aaon AAON Stock Holding History

SageView Advisory 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
-296
Closed -$22.6K – 591
2025
Q4 		$22.6K Buy
+296
New +$27.3K ﹤0.01% 1401

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

SageView Advisory Group's AAON Position: Q1 2026 in Review

SageView Advisory Group sold out of Aaon (AAON) in Q1 2026, closing a stake of 296 shares — an estimated $22.6K sold.

SageView Advisory Group first reported a position in AAON in Q4 2025 and held it in 1 quarter. The position peaked at $22.6K in Q4 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • SageView Advisory Group reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 296 Aaon shares in Q1 2026, an estimated $22.6K.
  • SageView Advisory Group first reported a position in Aaon in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Aaon position peaked at $22.6K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.