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Allied Investment Advisors, LLC → AAON
Allied Investment Advisors, LLC AAON Position History
AAON, Inc. • Industrials
Quarters held
5
Latest value
$18.8M
Q3 2026
Peak value
$19M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.6M |
| Q4 2025 | $11.8M |
| Q1 2026 | $13.2M |
| Q2 2026 | $19M |
| Q3 2026 | $18.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.8M | 227.5K | — | — |
| Q2 2026 | $19M | 149.8K | — | — |
| Q1 2026 | $13.2M | 160.0K | — | — |
| Q4 2025 | $11.8M | 154.6K | — | — |
| Q3 2025 | $18.6M | 198.7K | — | — |
Other funds holding AAON
$333.1M
$333.1M
$329.8M
$296.7M
$244.9M
$199.9M
$187.7M
$176.2M
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF