AAON, Inc.
MX ˙ BMV ˙ US0003602069
SecurityMX:AAON / AAON, Inc.
InstitutionPeterson Wealth Services
Latest Disclosed Ownership7,186 shares
Latest Disclosed Value $ 594,604
Peterson Wealth Services reports 7.38% increase in ownership of AAON / AAON, Inc.

On April 30, 2026 - Peterson Wealth Services filed a 13F-HR form disclosing ownership of 7,186 shares of AAON, Inc. (MX:AAON) valued at $594,604 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6,692 shares of AAON, Inc.. This represents a change in shares of 7.38% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F AAON INCORPORATED COM PAR COM PAR 000360206 7,186 494 7.38 595 16.47 0.1469
2026-02-12 2025-12-31 13F AAON INCORPORATED COM PAR $0.004 COM PAR $0.004 000360206 6,692 5,046 306.56 510 -24.78 0.1305
2025-11-04 2025-09-30 13F AAON INCORPORATED COM PAR $0.004 COM PAR $0.004 000360206 1,646 -5,131 -75.71 679 35.87 0.1675
2025-07-31 2025-06-30 13F AAON INCORPORATED COM PAR $0.004 COM PAR $0.004 000360206 6,777 0 0.00 500 -5.67 0.1369
2025-05-05 2025-03-31 13F AAON INCORPORATED COM PAR $0.004 COM PAR $0.004 000360206 6,777 -4,332 -39.00 529 -59.53 0.1640
2025-01-29 2024-12-31 13F AAON INCORPORATED COM PAR $0.004 COM PAR $0.004 000360206 11,109 377 3.51 1,307 12.96 0.3925
2024-11-07 2024-09-30 13F AAON INCORPORATED COM PAR $0.004 COM PAR $0.004 000360206 10,732 1,062 10.98 1,157 37.25 0.3697
2024-07-30 2024-06-30 13F AAON COM PAR $0.004 000360206 9,670 1,228 14.55 844 13.46 0.2949
2024-05-01 2024-03-31 13F AAON COM PAR $0.004 000360206 8,442 5,164 157.54 744 207.02 0.2709
2024-01-31 2023-12-31 13F AAON COM PAR $0.004 000360206 3,278 3,278 242 0.1038
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.