Yousif Capital Management’s Aaon AAON Stock Holding History

Yousif Capital Management’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	$2.41M	Sell	18,971 -1,032	-5%	-$121K	0.03%	593
2026 Q1	$1.66M	Sell	20,003 -1,046	-5%	-$95K	0.02%	775
2025 Q4	$1.93M	Sell	21,049 -396	-2%	-$36.6K	0.02%	726
2025 Q3	$2M	Sell	21,445 -1,354	-6%	-$111K	0.02%	721
2025 Q2	$1.68M	Sell	22,799 -420	-2%	-$36.8K	0.02%	831
2025 Q1	$1.81M	Sell	23,219 -639	-3%	-$65.9K	0.02%	771
2024 Q4	$2.81M	Sell	23,858 -920	-4%	-$113K	0.03%	562
2024 Q3	$2.67M	Sell	24,778 -3,875	-14%	-$354K	0.03%	604
2024 Q2	$2.5M	Sell	28,653 -1,923	-6%	-$157K	0.03%	637
2024 Q1	$2.69M	Sell	30,576 -4,122	-12%	-$323K	0.03%	645
2023 Q4	$2.56M	Sell	34,698 -145	-0.4%	-$8.94K	0.03%	652
2023 Q3	$1.98M	Sell	34,843 -443	-1%	-$28.2K	0.03%	740
2023 Q2	$2.23M	Sell	35,286 -1,401	-4%	-$88.6K	0.03%	709
2023 Q1	$2.36M	Sell	36,687 -4,590	-11%	-$252K	0.03%	654
2022 Q4	$2.07M	Sell	41,277 -9,435	-19%	-$440K	0.03%	735
2022 Q3	$1.82M	Sell	50,712 -759	-1%	-$29.3K	0.03%	803
2022 Q2	$1.88M	Sell	51,471 -4,695	-8%	-$164K	0.02%	864
2022 Q1	$2.09M	Sell	56,166 -660	-1%	-$26.9K	0.02%	895
2021 Q4	$3.01M	Buy	+56,826	New	+$2.84M	0.03%	677

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Yousif Capital Management's AAON Position: Q2 2026 in Review

Yousif Capital Management reduced its Aaon (AAON) stake by 5.2% in Q2 2026, selling an estimated $121K and leaving 18,971 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #593.

Yousif Capital Management first reported a position in AAON in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.01M in Q4 2021. 62 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Yousif Capital Management held 18,971 shares of Aaon worth $2.41M as of Q2 2026.
Yousif Capital Management sold 1,032 Aaon shares in Q2 2026, an estimated $121K.
Aaon made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #593 holding.
Yousif Capital Management first reported a position in Aaon in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Aaon position peaked at $3.01M in Q4 2021.
62 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.