UBS Group’s Aaon AAON Stock Holding History

UBS Group’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	$25.4K	Buy	+200	New	+$23.4K	﹤0.01%	8000

Other funds holding AAON

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

UBS Group's AAON Position: Q2 2026 in Review

UBS Group reduced its Aaon (AAON) stake by 0.88% in Q2 2026, selling an estimated $412K and leaving 397,228 shares worth $50.4M. The position accounts for 0.01% of the portfolio, ranked #1736.

UBS Group first reported a position in AAON in Q4 2014 and has held it in 47 quarters since. The position peaked at $52.7M in Q3 2025. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

UBS Group held 397,228 shares of Aaon worth $50.4M as of Q2 2026.
UBS Group sold 3,516 Aaon shares in Q2 2026, an estimated $412K.
Aaon made up 0.01% of UBS Group's portfolio in Q2 2026, its #1736 holding.
UBS Group first reported a position in Aaon in Q4 2014 and has held it in 47 quarters since.
UBS Group's Aaon position peaked at $52.7M in Q3 2025.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

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