VARA
AAON icon

Value Aligned Research Advisors’s Aaon AAON Stock Holding History

Value Aligned Research Advisors’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
-41,956
Closed -$3.2M – 108
2025
Q4 		$3.2M Sell
41,956
-485,918
-92% -$44.9M 0.03% 76
2025
Q3 		$49.3M Buy
527,874
+193,376
+58% +$15.8M 0.6% 39
2025
Q2 		$24.7M Buy
334,498
+296,036
+770% +$26M 0.52% 34
2025
Q1 		$3.01M Buy
+38,462
New +$3.97M 0.22% 32

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Value Aligned Research Advisors's AAON Position: Q1 2026 in Review

Value Aligned Research Advisors sold out of Aaon (AAON) in Q1 2026, closing a stake of 41,956 shares — an estimated $3.2M sold.

Value Aligned Research Advisors first reported a position in AAON in Q1 2025 and held it in 4 quarters. The position peaked at $49.3M in Q3 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Value Aligned Research Advisors reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • Value Aligned Research Advisors sold 41,956 Aaon shares in Q1 2026, an estimated $3.2M.
  • Value Aligned Research Advisors first reported a position in Aaon in Q1 2025 and held it in 4 quarters.
  • Value Aligned Research Advisors's Aaon position peaked at $49.3M in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.