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Vawter Financial’s Aaon AAON Stock Holding History

Vawter Financial’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 		$224K Hold
2,710
– – 0.09% 115
2025
Q4 		$207K Hold
2,710
– – 0.09% 117
2025
Q3 		$253K Buy
+2,710
New +$222K 0.11% 96
2025
Q2 		– Sell
-2,710
Closed -$212K – 24
2025
Q1 		$212K Hold
2,710
– – 0.12% 99
2024
Q4 		$319K Hold
2,710
– – 0.19% 72
2024
Q3 		$292K Hold
2,710
– – 0.18% 78
2024
Q2 		$236K Hold
2,710
– – 0.16% 81
2024
Q1 		$239K Hold
2,710
– – 0.17% 77
2023
Q4 		$200K Buy
+2,710
New +$167K 0.16% 76

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

Vawter Financial's AAON Position: Q1 2026 in Review

Vawter Financial held its Aaon (AAON) position steady in Q1 2026 at 2,710 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #115.

Vawter Financial first reported a position in AAON in Q4 2023 and has held it in 9 quarters since. The position peaked at $319K in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Vawter Financial held 2,710 shares of Aaon worth $224K as of Q1 2026.
  • Vawter Financial left its Aaon share count unchanged in Q1 2026.
  • Aaon made up 0.09% of Vawter Financial's portfolio in Q1 2026, its #115 holding.
  • Vawter Financial first reported a position in Aaon in Q4 2023 and has held it in 9 quarters since.
  • Vawter Financial's Aaon position peaked at $319K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.