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Winnow Wealth’s Aaon AAON Stock Holding History

Winnow Wealth’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 		– Sell
-998
Closed -$76.8K – 126
2025
Q4 		$76.8K Hold
998
– – 0.06% 133
2025
Q3 		$93.8K Buy
+998
New +$81.7K 0.07% 123
2025
Q2 		– Sell
-998
Closed -$77.9K – 173
2025
Q1 		$77.9K Hold
998
– – 0.07% 122
2024
Q4 		$117K Buy
+998
New +$122K 0.12% 108

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

Winnow Wealth's AAON Position: Q1 2026 in Review

Winnow Wealth sold out of Aaon (AAON) in Q1 2026, closing a stake of 998 shares — an estimated $76.8K sold.

Winnow Wealth first reported a position in AAON in Q4 2024 and held it in 4 quarters. The position peaked at $117K in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Winnow Wealth reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 998 Aaon shares in Q1 2026, an estimated $76.8K.
  • Winnow Wealth first reported a position in Aaon in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Aaon position peaked at $117K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.