Third View Private Wealth’s Aaon AAON Stock Holding History

Third View Private Wealth’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	–	Sell	-3,069	Closed	-$234K	–	268
2025 Q4	$234K	Buy	+3,069	New	+$283K	0.03%	254

Other funds holding AAON

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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

Third View Private Wealth's AAON Position: Q1 2026 in Review

Third View Private Wealth sold out of Aaon (AAON) in Q1 2026, closing a stake of 3,069 shares — an estimated $234K sold.

Third View Private Wealth first reported a position in AAON in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

Third View Private Wealth reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
Third View Private Wealth sold 3,069 Aaon shares in Q1 2026, an estimated $234K.
Third View Private Wealth first reported a position in Aaon in Q4 2025 and held it in 1 quarter.
Third View Private Wealth's Aaon position peaked at $234K in Q4 2025.
400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Third View Private Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.