SL
AAON icon

Summitry LLC’s Aaon AAON Stock Holding History

Summitry LLC’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 		$861K Sell
6,783
-1,047
-13% -$123K 0.03% 107
2026
Q1 		$648K Buy
7,830
+195
+3% +$17.7K 0.02% 111
2025
Q4 		$582K Buy
7,635
+1,275
+20% +$118K 0.02% 106
2025
Q3 		$594K Buy
6,360
+1,051
+20% +$86.1K 0.03% 94
2025
Q2 		$392K Buy
5,309
+1,261
+31% +$111K 0.02% 113
2025
Q1 		$316K Buy
4,048
+689
+21% +$71.1K 0.02% 110
2024
Q4 		$395K Buy
3,359
+708
+27% +$86.8K 0.02% 92
2024
Q3 		$286K Buy
2,651
+80
+3% +$7.31K 0.01% 108
2024
Q2 		$224K Buy
+2,571
New +$210K 0.01% 105

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summitry LLC's AAON Position: Q2 2026 in Review

Summitry LLC reduced its Aaon (AAON) stake by 13% in Q2 2026, selling an estimated $123K and leaving 6,783 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #107.

Summitry LLC first reported a position in AAON in Q2 2024 and has held it in 9 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Summitry LLC held 6,783 shares of Aaon worth $861K as of Q2 2026.
  • Summitry LLC sold 1,047 Aaon shares in Q2 2026, an estimated $123K.
  • Aaon made up 0.03% of Summitry LLC's portfolio in Q2 2026, its #107 holding.
  • Summitry LLC first reported a position in Aaon in Q2 2024 and has held it in 9 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.