Y-Intercept (HK)’s Aaon AAON Stock Holding History

Y-Intercept (HK)’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	$1.05M	Buy	+8,244	New	+$965K	0.02%	1030
2025 Q4	–	Sell	-11,848	Closed	-$1.11M	–	1484
2025 Q3	$1.11M	Sell	11,848 -21,480	-64%	-$1.76M	0.03%	935
2025 Q2	$2.46M	Buy	33,328 +22,010	+194%	+$1.93M	0.06%	508
2025 Q1	$884K	Sell	11,318 -5,073	-31%	-$523K	0.06%	451
2024 Q4	$1.93M	Buy	+16,391	New	+$2.01M	0.13%	220
2023 Q1	–	Sell	-4,017	Closed	-$202K	–	1134
2022 Q4	$202K	Buy	+4,017	New	+$187K	0.03%	831
2021 Q2	–	Sell	-4,797	Closed	-$226K	–	591
2021 Q1	$226K	Buy	+4,797	New	+$235K	0.06%	516

Other funds holding AAON

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Y-Intercept (HK)'s AAON Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Aaon (AAON) in Q2 2026: 8,244 shares worth $1.05M. The stake represents 0.02% of the portfolio and ranks #1030 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in AAON as recently as Q3 2025.

Y-Intercept (HK) first reported a position in AAON in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.46M in Q2 2025. 88 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Y-Intercept (HK) held 8,244 shares of Aaon worth $1.05M as of Q2 2026.
Aaon was a new Y-Intercept (HK) position in Q2 2026.
Aaon made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1030 holding.
Y-Intercept (HK) first reported a position in Aaon in Q1 2021 and has held it in 7 quarters since.
Y-Intercept (HK)'s Aaon position peaked at $2.46M in Q2 2025.
88 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.