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Whittier Trust’s Aaon AAON Stock Holding History

Whittier Trust’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 		$17.7K Hold
162
– – ﹤0.01% 1053
2026
Q1 		$13.2K Sell
162
-229
-59% -$20.8K ﹤0.01% 1077
2025
Q4 		$31.9K Hold
391
– – ﹤0.01% 957
2025
Q3 		$38.4K Hold
391
– – ﹤0.01% 904
2025
Q2 		$28.8K Hold
391
– – ﹤0.01% 1050
2025
Q1 		$30.5K Hold
391
– – ﹤0.01% 1024
2024
Q4 		$46K Buy
+391
New +$47.9K ﹤0.01% 950
2015
Q2 		– Sell
-492
Closed -$8K – 1209
2015
Q1 		$8K Buy
+492
New +$7.43K ﹤0.01% 1043

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whittier Trust's AAON Position: Q2 2026 in Review

Whittier Trust held its Aaon (AAON) position steady in Q2 2026 at 162 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Whittier Trust first reported a position in AAON in Q1 2015 and has held it in 8 quarters since. The position peaked at $46K in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Whittier Trust held 162 shares of Aaon worth $17.7K as of Q2 2026.
  • Whittier Trust left its Aaon share count unchanged in Q2 2026.
  • Aaon made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1053 holding.
  • Whittier Trust first reported a position in Aaon in Q1 2015 and has held it in 8 quarters since.
  • Whittier Trust's Aaon position peaked at $46K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.