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Semanteon Capital Management’s Aaon AAON Stock Holding History

Semanteon Capital Management’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 		$216K Buy
+1,699
New +$199K 0.97% 74
2024
Q2 		– Sell
-14,205
Closed -$1.25M – 200
2024
Q1 		$1.25M Buy
14,205
+10,255
+260% +$804K 0.8% 42
2023
Q4 		$292K Buy
+3,950
New +$244K 0.2% 177

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

Semanteon Capital Management's AAON Position: Q2 2026 in Review

Semanteon Capital Management opened a new position in Aaon (AAON) in Q2 2026: 1,699 shares worth $216K. The stake represents 0.97% of the portfolio and ranks #74 among its holdings. This is a return to the name: Semanteon Capital Management previously reported a position in AAON as recently as Q1 2024.

Semanteon Capital Management first reported a position in AAON in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2024. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Semanteon Capital Management held 1,699 shares of Aaon worth $216K as of Q2 2026.
  • Aaon was a new Semanteon Capital Management position in Q2 2026.
  • Aaon made up 0.97% of Semanteon Capital Management's portfolio in Q2 2026, its #74 holding.
  • Semanteon Capital Management first reported a position in Aaon in Q4 2023 and has held it in 3 quarters since.
  • Semanteon Capital Management's Aaon position peaked at $1.25M in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Semanteon Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.