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Smith, Moore & Co’s Aaon AAON Stock Holding History

Smith, Moore & Co’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 		$294K Buy
3,555
+4
+0.1% +$363 0.02% 445
2025
Q4 		$271K Buy
3,551
+5
+0.1% +$462 0.02% 437
2025
Q3 		$331K Buy
3,546
+237
+7% +$19.4K 0.03% 387
2025
Q2 		$244K Buy
3,309
+5
+0.2% +$438 0.02% 439
2025
Q1 		$258K Buy
3,304
+4
+0.1% +$413 0.02% 406
2024
Q4 		$388K Buy
3,300
+100
+3% +$12.3K 0.04% 320
2024
Q3 		$345K Buy
3,200
+300
+10% +$27.4K 0.03% 337
2024
Q2 		$253K Buy
2,900
+300
+12% +$24.5K 0.03% 380
2024
Q1 		$229K Buy
+2,600
New +$204K 0.02% 384

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

Smith, Moore & Co's AAON Position: Q1 2026 in Review

Smith, Moore & Co increased its Aaon (AAON) stake by 0.11% in Q1 2026, buying an estimated $363 and bringing the position to 3,555 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #445.

Smith, Moore & Co first reported a position in AAON in Q1 2024 and has held it in 9 quarters since. The position peaked at $388K in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Smith, Moore & Co held 3,555 shares of Aaon worth $294K as of Q1 2026.
  • Smith, Moore & Co bought 4 Aaon shares in Q1 2026, an estimated $363.
  • Aaon made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #445 holding.
  • Smith, Moore & Co first reported a position in Aaon in Q1 2024 and has held it in 9 quarters since.
  • Smith, Moore & Co's Aaon position peaked at $388K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.