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Vancity Investment Management’s Aaon AAON Stock Holding History

Vancity Investment Management’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 		$821K Sell
9,925
-243
-2% -$22.1K 0.13% 43
2025
Q4 		$775K Sell
10,168
-508
-5% -$46.9K 0.11% 47
2025
Q3 		$998K Buy
10,676
+6,660
+166% +$546K 0.13% 41
2025
Q2 		$296K Buy
+4,016
New +$352K 0.04% 65

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
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

Vancity Investment Management's AAON Position: Q1 2026 in Review

Vancity Investment Management reduced its Aaon (AAON) stake by 2.4% in Q1 2026, selling an estimated $22.1K and leaving 9,925 shares worth $821K. The position accounts for 0.13% of the portfolio, ranked #43.

Vancity Investment Management first reported a position in AAON in Q2 2025 and has held it in 4 quarters since. The position peaked at $998K in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Vancity Investment Management held 9,925 shares of Aaon worth $821K as of Q1 2026.
  • Vancity Investment Management sold 243 Aaon shares in Q1 2026, an estimated $22.1K.
  • Aaon made up 0.13% of Vancity Investment Management's portfolio in Q1 2026, its #43 holding.
  • Vancity Investment Management first reported a position in Aaon in Q2 2025 and has held it in 4 quarters since.
  • Vancity Investment Management's Aaon position peaked at $998K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.