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Summit Trail Advisors’s Aaon AAON Stock Holding History

Summit Trail Advisors’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 		$572K Buy
6,911
+2,079
+43% +$189K 0.01% 1122
2025
Q4 		$368K Sell
4,832
-1,113
-19% -$103K 0.01% 1168
2025
Q3 		$555K Buy
+5,945
New +$487K 0.01% 1049
2018
Q1 		– Sell
-11
Closed – – 417
2017
Q4 		$0 Buy
+11
New +$258 ﹤0.01% 1963

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

Summit Trail Advisors's AAON Position: Q1 2026 in Review

Summit Trail Advisors increased its Aaon (AAON) stake by 43% in Q1 2026, buying an estimated $189K and bringing the position to 6,911 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #1122.

Summit Trail Advisors first reported a position in AAON in Q4 2017 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Summit Trail Advisors held 6,911 shares of Aaon worth $572K as of Q1 2026.
  • Summit Trail Advisors bought 2,079 Aaon shares in Q1 2026, an estimated $189K.
  • Aaon made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1122 holding.
  • Summit Trail Advisors first reported a position in Aaon in Q4 2017 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.