Shelton Capital Management’s Aaon AAON Stock Holding History

Shelton 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	$278K	Buy	+2,191	New	+$257K	0.01%	577
2025 Q4	–	Sell	-2,393	Closed	-$224K	–	704
2025 Q3	$224K	Buy	+2,393	New	+$196K	﹤0.01%	644
2025 Q1	–	Sell	-2,537	Closed	-$299K	–	699
2024 Q4	$299K	Sell	2,537 -141	-5%	-$17.3K	0.01%	509
2024 Q3	$289K	Buy	+2,678	New	+$245K	0.01%	522
2024 Q2	–	Sell	-2,972	Closed	-$262K	–	717
2024 Q1	$262K	Sell	2,972 -168	-5%	-$13.2K	0.01%	596
2023 Q4	$232K	Buy	+3,140	New	+$194K	0.01%	617
2023 Q3	–	Sell	-3,434	Closed	-$217K	–	697
2023 Q2	$217K	Sell	3,434 -157	-4%	-$9.93K	0.01%	664
2023 Q1	$231K	Buy	+3,591	New	+$197K	0.01%	609
2022 Q1	–	Sell	-3,956	Closed	-$209K	–	810
2021 Q4	$209K	Buy	+3,956	New	+$198K	0.01%	773

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

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

Shelton Capital Management opened a new position in Aaon (AAON) in Q2 2026: 2,191 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in AAON as recently as Q3 2025.

Shelton Capital Management first reported a position in AAON in Q4 2021 and has held it in 9 quarters since. The position peaked at $299K in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Shelton Capital Management held 2,191 shares of Aaon worth $278K as of Q2 2026.
Aaon was a new Shelton Capital Management position in Q2 2026.
Aaon made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #577 holding.
Shelton Capital Management first reported a position in Aaon in Q4 2021 and has held it in 9 quarters since.
Shelton Capital Management's Aaon position peaked at $299K in Q4 2024.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.