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Vanguard Personalized Indexing Management’s Aaon AAON Stock Holding History

Vanguard Personalized Indexing 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 		$733K Buy
8,863
+128
+1% +$11.6K 0.01% 1086
2025
Q4 		$666K Buy
8,735
+502
+6% +$46.4K 0.01% 1100
2025
Q3 		$772K Sell
8,233
-530
-6% -$43.4K 0.01% 1038
2025
Q2 		$648K Sell
8,763
-1,098
-11% -$96.2K 0.01% 1075
2025
Q1 		$770K Sell
9,861
-170
-2% -$17.5K 0.01% 917
2024
Q4 		$1.18M Buy
10,031
+917
+10% +$112K 0.02% 705
2024
Q3 		$983K Buy
9,114
+1,208
+15% +$110K 0.02% 776
2024
Q2 		$690K Buy
7,906
+562
+8% +$45.8K 0.01% 863
2024
Q1 		$647K Buy
7,344
+381
+5% +$29.9K 0.01% 880
2023
Q4 		$514K Buy
6,963
+257
+4% +$15.9K 0.01% 988
2023
Q3 		$381K Buy
6,706
+440
+7% +$28K 0.01% 1018
2023
Q2 		$396K Buy
6,266
+206
+3% +$13K 0.01% 999
2023
Q1 		$391K Buy
+6,060
New +$333K 0.01% 990

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

Vanguard Personalized Indexing Management's AAON Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Aaon (AAON) stake by 1.5% in Q1 2026, buying an estimated $11.6K and bringing the position to 8,863 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #1086.

Vanguard Personalized Indexing Management first reported a position in AAON in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Vanguard Personalized Indexing Management held 8,863 shares of Aaon worth $733K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 128 Aaon shares in Q1 2026, an estimated $11.6K.
  • Aaon made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1086 holding.
  • Vanguard Personalized Indexing Management first reported a position in Aaon in Q1 2023 and has held it in 13 quarters since.
  • Vanguard Personalized Indexing Management's Aaon position peaked at $1.18M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.