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WPG Advisers’s Aaon AAON Stock Holding History

WPG Advisers’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 		$4.57K Buy
36
+29
+414% +$3.4K ﹤0.01% 995
2026
Q1 		$579 Buy
7
+2
+40% +$182 ﹤0.01% 1344
2025
Q4 		$381 Buy
+5
New +$462 ﹤0.01% 1411

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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

WPG Advisers's AAON Position: Q2 2026 in Review

WPG Advisers increased its Aaon (AAON) stake by 414% in Q2 2026, buying an estimated $3.4K and bringing the position to 36 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

WPG Advisers first reported a position in AAON in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • WPG Advisers held 36 shares of Aaon worth $4.57K as of Q2 2026.
  • WPG Advisers bought 29 Aaon shares in Q2 2026, an estimated $3.4K.
  • Aaon made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #995 holding.
  • WPG Advisers first reported a position in Aaon in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.