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Smartleaf Asset Management’s Aaon AAON Stock Holding History

Smartleaf Asset 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
Q1 		$12.2K Sell
155
-276
-64% -$25.1K ﹤0.01% 2220
2025
Q4 		$34K Sell
431
-1,201
-74% -$111K ﹤0.01% 1740
2025
Q3 		$149K Sell
1,632
-17
-1% -$1.39K 0.01% 856
2025
Q2 		$121K Buy
1,649
+211
+15% +$18.5K 0.01% 789
2025
Q1 		$112K Sell
1,438
-500
-26% -$51.6K 0.01% 785
2024
Q4 		$232K Sell
1,938
-536
-22% -$65.7K 0.02% 497
2024
Q3 		$265K Buy
2,474
+250
+11% +$22.8K 0.03% 423
2024
Q2 		$193K Buy
2,224
+599
+37% +$48.8K 0.03% 389
2024
Q1 		$141K Buy
1,625
+6
+0.4% +$470 0.03% 441
2023
Q4 		$121K Buy
+1,619
New +$99.9K 0.03% 399

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Smartleaf Asset Management's AAON Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Aaon (AAON) stake by 64% in Q1 2026, selling an estimated $25.1K and leaving 155 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Smartleaf Asset Management first reported a position in AAON in Q4 2023 and has held it in 10 quarters since. The position peaked at $265K in Q3 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Smartleaf Asset Management held 155 shares of Aaon worth $12.2K as of Q1 2026.
  • Smartleaf Asset Management sold 276 Aaon shares in Q1 2026, an estimated $25.1K.
  • Aaon made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2220 holding.
  • Smartleaf Asset Management first reported a position in Aaon in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Aaon position peaked at $265K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.