SummitTX Capital’s Aaon AAON Stock Holding History

SummitTX Capital’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	$382K	Buy	4,622 +76	+2%	+$6.91K	0.01%	608
2025 Q4	$347K	Buy	+4,546	New	+$420K	0.01%	581

Other funds holding AAON

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

SummitTX Capital's AAON Position: Q1 2026 in Review

SummitTX Capital increased its Aaon (AAON) stake by 1.7% in Q1 2026, buying an estimated $6.91K and bringing the position to 4,622 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #608.

SummitTX Capital first reported a position in AAON in Q4 2025 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

SummitTX Capital held 4,622 shares of Aaon worth $382K as of Q1 2026.
SummitTX Capital bought 76 Aaon shares in Q1 2026, an estimated $6.91K.
Aaon made up 0.01% of SummitTX Capital's portfolio in Q1 2026, its #608 holding.
SummitTX Capital first reported a position in Aaon in Q4 2025 and has held it in 2 quarters since.
400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.