Universal-Beteiligungs- und Servicegesellschaft’s Aaon AAON Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$4.27M	Buy	33,690 +4,204	+14%	+$492K	0.01%	993
2026 Q1	$2.44M	Buy	29,486 +6,411	+28%	+$583K	﹤0.01%	1177
2025 Q4	$1.76M	Buy	23,075 +49	+0.2%	+$4.53K	﹤0.01%	1297
2025 Q3	$2.15M	Buy	23,026 +2,907	+14%	+$238K	﹤0.01%	1259
2025 Q2	$1.48M	Buy	20,119 +1,700	+9%	+$149K	﹤0.01%	1368
2025 Q1	$1.44M	Sell	18,419 -57,382	-76%	-$5.92M	﹤0.01%	1343
2024 Q4	$8.92M	Buy	+75,801	New	+$9.29M	0.02%	569

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 $3.38T AUM 44.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Universal-Beteiligungs- und Servicegesellschaft's AAON Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Aaon (AAON) stake by 14% in Q2 2026, buying an estimated $492K and bringing the position to 33,690 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #993.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AAON in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.92M in Q4 2024. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 33,690 shares of Aaon worth $4.27M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 4,204 Aaon shares in Q2 2026, an estimated $492K.
Aaon made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #993 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Aaon in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Aaon position peaked at $8.92M in Q4 2024.
474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.