Swiss Life Asset Management’s Aaon AAON Stock Holding History

Swiss Life 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 Q2	$588K	Buy	4,636 +417	+10%	+$48.8K	﹤0.01%	882
2026 Q1	$349K	Buy	4,219 +1,005	+31%	+$91.3K	﹤0.01%	1050
2025 Q4	$245K	Hold	3,214	–	–	﹤0.01%	1145
2025 Q3	$300K	Buy	+3,214	New	+$263K	﹤0.01%	907
2022 Q4	–	Sell	-40,458	Closed	-$1.45M	–	596
2022 Q3	$1.45M	Buy	+40,458	New	+$1.56M	0.03%	462
2022 Q2	–	Sell	-28,053	Closed	-$1.04M	–	637
2022 Q1	$1.04M	Buy	28,053 +262	+0.9%	+$10.7K	0.01%	471
2021 Q4	$1.47M	Buy	+27,791	New	+$1.39M	0.02%	447

Other funds holding AAON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Swiss Life Asset Management's AAON Position: Q2 2026 in Review

Swiss Life Asset Management increased its Aaon (AAON) stake by 9.9% in Q2 2026, buying an estimated $48.8K and bringing the position to 4,636 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Swiss Life Asset Management first reported a position in AAON in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2021. 311 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Swiss Life Asset Management held 4,636 shares of Aaon worth $588K as of Q2 2026.
Swiss Life Asset Management bought 417 Aaon shares in Q2 2026, an estimated $48.8K.
Aaon made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #882 holding.
Swiss Life Asset Management first reported a position in Aaon in Q4 2021 and has held it in 7 quarters since.
Swiss Life Asset Management's Aaon position peaked at $1.47M in Q4 2021.
311 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.