UBS AM
AAON icon

UBS AM’s Aaon AAON Stock Holding History

UBS AM’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 		$25.8M Sell
203,503
-8,410
-4% -$985K ﹤0.01% 836
2026
Q1 		$17.5M Buy
211,913
+6,735
+3% +$612K ﹤0.01% 933
2025
Q4 		$15.6M Sell
205,178
-7,740
-4% -$715K ﹤0.01% 940
2025
Q3 		$19.9M Sell
212,918
-101,053
-32% -$8.28M ﹤0.01% 829
2025
Q2 		$23.2M Buy
313,971
+80,969
+35% +$7.1M ﹤0.01% 999
2025
Q1 		$18.2M Buy
233,002
+12,489
+6% +$1.29M ﹤0.01% 999
2024
Q4 		$25.9M Buy
220,513
+4,839
+2% +$593K 0.01% 851
2024
Q3 		$23.3M Sell
215,674
-8,890
-4% -$812K 0.01% 891
2024
Q2 		$19.6M Buy
224,564
+156,984
+232% +$12.8M 0.01% 871
2024
Q1 		$5.95M Buy
67,580
+499
+0.7% +$39.1K ﹤0.01% 1184
2023
Q4 		$4.96M Buy
67,081
+6,112
+10% +$377K ﹤0.01% 1246
2023
Q3 		$3.47M Buy
60,969
+9,814
+19% +$624K ﹤0.01% 1372
2023
Q2 		$3.3M Hold
51,155
– – ﹤0.01% 1407
2023
Q1 		$3.3M Buy
+51,155
New +$2.81M ﹤0.01% 1407
2022
Q4 		– Sell
-55,289
Closed -$1.99M – 2521
2022
Q3 		$1.99M Sell
55,289
-15,265
-22% -$588K ﹤0.01% 1600
2022
Q2 		$2.58M Hold
70,554
– – ﹤0.01% 1512
2022
Q1 		$2.62M Buy
70,554
+1,548
+2% +$63.1K ﹤0.01% 1654
2021
Q4 		$3.65M Hold
69,006
– – ﹤0.01% 1559
2021
Q3 		$3.01M Hold
69,006
– – ﹤0.01% 1634
2021
Q2 		$2.88M Buy
69,006
+3,697
+6% +$163K ﹤0.01% 1685
2021
Q1 		$3.05M Sell
65,309
-1,594
-2% -$78.2K ﹤0.01% 1574
2020
Q4 		$2.97M Buy
66,903
+753
+1% +$31.8K ﹤0.01% 1530
2020
Q3 		$2.66M Buy
66,150
+3,151
+5% +$121K ﹤0.01% 1430
2020
Q2 		$2.28M Buy
62,999
+2,471
+4% +$83K ﹤0.01% 1461
2020
Q1 		$1.95M Sell
60,528
-3,597
-6% -$125K ﹤0.01% 1419
2019
Q4 		$2.11M Buy
64,125
+3,003
+5% +$97.3K ﹤0.01% 1584
2019
Q3 		$1.87M Buy
61,122
+10,878
+22% +$351K ﹤0.01% 1635
2019
Q2 		$1.68M Buy
50,244
+4,912
+11% +$156K ﹤0.01% 1673
2019
Q1 		$1.4M Hold
45,332
– – ﹤0.01% 1682
2018
Q4 		$1.06M Buy
45,332
+6,924
+18% +$166K ﹤0.01% 1731
2018
Q3 		$968K Buy
38,408
+8,226
+27% +$211K ﹤0.01% 1822
2018
Q2 		$669K Sell
30,182
-9,648
-24% -$212K ﹤0.01% 1973
2018
Q1 		$1.04M Hold
39,830
– – ﹤0.01% 1769
2017
Q4 		$974K Buy
39,830
+1,406
+4% +$33K ﹤0.01% 1762
2017
Q3 		$883K Buy
38,424
+2,245
+6% +$51K ﹤0.01% 1767
2017
Q2 		$889K Buy
36,179
+8,367
+30% +$202K ﹤0.01% 1711
2017
Q1 		$655K Buy
27,812
+12,891
+86% +$296K ﹤0.01% 1779
2016
Q4 		$329K Sell
14,921
-16,912
-53% -$353K ﹤0.01% 1908
2016
Q3 		$612K Buy
31,833
+5,850
+23% +$108K ﹤0.01% 1883
2016
Q2 		$477K Hold
25,983
– – ﹤0.01% 1974
2016
Q1 		$485K Hold
25,983
– – ﹤0.01% 1940
2015
Q4 		$402K Hold
25,983
– – ﹤0.01% 2171
2015
Q3 		$336K Hold
25,983
– – ﹤0.01% 2228
2015
Q2 		$390K Buy
25,983
+600
+2% +$9.51K ﹤0.01% 2200
2015
Q1 		$415K Buy
25,383
+750
+3% +$11.3K ﹤0.01% 2082
2014
Q4 		$368K Buy
24,633
+3,150
+15% +$42K ﹤0.01% 2106
2014
Q3 		$244K Hold
21,483
– – ﹤0.01% 2263
2014
Q2 		$320K Hold
21,483
– – ﹤0.01% 2145
2014
Q1 		$266K Hold
21,483
– – ﹤0.01% 2259
2013
Q4 		$305K Buy
21,483
+1,800
+9% +$22.8K ﹤0.01% 2115
2013
Q3 		$232K Buy
+19,683
New +$213K ﹤0.01% 2250

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

UBS AM's AAON Position: Q2 2026 in Review

UBS AM reduced its Aaon (AAON) stake by 4% in Q2 2026, selling an estimated $985K and leaving 203,503 shares worth $25.8M. The position accounts for ﹤0.01% of the portfolio, ranked #836.

UBS AM first reported a position in AAON in Q3 2013 and has held it in 51 quarters since. The position peaked at $25.9M in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • UBS AM held 203,503 shares of Aaon worth $25.8M as of Q2 2026.
  • UBS AM sold 8,410 Aaon shares in Q2 2026, an estimated $985K.
  • Aaon made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #836 holding.
  • UBS AM first reported a position in Aaon in Q3 2013 and has held it in 51 quarters since.
  • UBS AM's Aaon position peaked at $25.9M in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.