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Verdence Capital Advisors’s Aaon AAON Stock Holding History

Verdence Capital 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
Q2 		$227K Buy
+1,793
New +$210K 0.01% 611
2025
Q4 		– Sell
-3,226
Closed -$339K – 657
2025
Q3 		$339K Buy
3,226
+115
+4% +$9.42K 0.02% 562
2025
Q2 		$229K Buy
+3,111
New +$273K 0.02% 617
2025
Q1 		– Sell
-1,776
Closed -$209K – 651
2024
Q4 		$209K Buy
+1,776
New +$218K 0.02% 603

Other funds holding AAON

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Verdence Capital Advisors's AAON Position: Q2 2026 in Review

Verdence Capital Advisors opened a new position in Aaon (AAON) in Q2 2026: 1,793 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Verdence Capital Advisors previously reported a position in AAON as recently as Q3 2025.

Verdence Capital Advisors first reported a position in AAON in Q4 2024 and has held it in 4 quarters since. The position peaked at $339K in Q3 2025. 146 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Verdence Capital Advisors held 1,793 shares of Aaon worth $227K as of Q2 2026.
  • Aaon was a new Verdence Capital Advisors position in Q2 2026.
  • Aaon made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #611 holding.
  • Verdence Capital Advisors first reported a position in Aaon in Q4 2024 and has held it in 4 quarters since.
  • Verdence Capital Advisors's Aaon position peaked at $339K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.