Position in AAON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,201,617
+$460,426 QoQ
Shares Held
9,472
+5.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#210
of 470 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $38,080,148 across 16 Building Products & Equipment names. AAON ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
25,900 | $12,721,044 | |
| 2 | MAS |
Masco Corp /De/
|
88,713 | $7,218,576 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
72,514 | $5,318,901 | |
| 4 | JCI |
Johnson Controls International plc
|
17,731 | $2,590,676 | |
| 5 | LII |
Lennox International Inc
|
3,576 | $2,048,869 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
7,979 | $1,252,383 | |
| 7 | AAON |
Aaon, Inc.
This page
|
9,472 | $1,201,617 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
10,006 | $895,336 |
All Filings in AAON
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,617 | 9,472 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $741,191 | 8,957 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $586,591 | 7,693 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $733,971 | 7,855 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $605,413 | 8,209 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $502,766 | 6,435 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,173,034 | 9,968 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,485,388 | 13,774 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,648,138 | 18,892 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,494,287 | 28,312 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,208,713 | 29,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,703,597 | 29,956 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,923,316 | 20,286 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,020,240 | 20,894 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,689,275 | 22,428 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,391,127 | 25,819 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,690,716 | 30,875 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,948,987 | 34,972 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,319,275 | 29,199 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,240,965 | 34,297 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,813,234 | 44,947 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,002,936 | 42,893 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,672,862 | 40,115 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,389,938 | 39,667 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,090,814 | 38,512 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,899,215 | 39,305 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||