Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.29M Sell
27,641
-103,638
-79% -$9.42M 0.15% 77
2025
Q4
$10M Buy
131,279
+41,166
+46% +$3.8M 0.96% 39
2025
Q3
$8.42M Buy
+90,113
New +$7.38M 0.75% 42
2018
Q3
Sell
-43,974
Closed -$975K 53
2018
Q2
$975K Buy
+43,974
New +$967K 0.16% 54

Other funds holding AAON

SG Capital Management's AAON Position: Q1 2026 in Review

SG Capital Management reduced its Aaon (AAON) stake by 79% in Q1 2026, selling an estimated $9.42M and leaving 27,641 shares worth $2.29M. The position accounts for 0.15% of the portfolio, ranked #77.

SG Capital Management first reported a position in AAON in Q2 2018 and has held it in 4 quarters since. The position peaked at $10M in Q4 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • SG Capital Management held 27,641 shares of Aaon worth $2.29M as of Q1 2026.
  • SG Capital Management sold 103,638 Aaon shares in Q1 2026, an estimated $9.42M.
  • Aaon made up 0.15% of SG Capital Management's portfolio in Q1 2026, its #77 holding.
  • SG Capital Management first reported a position in Aaon in Q2 2018 and has held it in 4 quarters since.
  • SG Capital Management's Aaon position peaked at $10M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on SG Capital Management's 13F filing for Q1 2026, filed 8 May 2026.