Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

AAON

AAON, Inc.IndustrialsMkt Cap $7.2B

Distillfolio Signals

2026-08-14

Score −0.0166

2026-05-14 → 2026-08-13

Analyst

Insider

BullishNeutralBearish

1 month

-22.6%

2 months

-33.2%

3 months

-37.3%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 13 funds

CITADEL ADVISORS LLC
$31.1M → exited
-$31.1M
TWO SIGMA INVESTMENTS, LP
$23.2M → exited
-$23.2M
Trexquant Investment LP
$5.7M → exited
-$5.7M
MARSHALL WACE, LLP
$3.0M → $340K
-$2.7M
Quantinno Capital Management LP
$2.0M → $4.6M
+$2.6M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 47 managers

WELLINGTON MANAGEMENT GROUP LLP
$660.1M → exited
-$660.1M
BlackRock, Inc.
$542.9M → $848.2M
+$305.3M
AMERIPRISE FINANCIAL INC
$65.1M → exited
-$65.1M
GEODE CAPITAL MANAGEMENT, LLC
$118.1M → $181.8M
+$63.7M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$60.3M → exited
-$60.3M

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 38 institutions

STATE STREET CORP
Bank
$170.7M → $333.1M
+$162.4M
NORGES BANK
Bank
$0.0M → $66.3M
+$66.3M
CITIGROUP INC
Bank
$1.8M → $63.0M
+$61.2M
MORGAN STANLEY
Bank
$103.8M → $142.3M
+$38.5M
BANK OF AMERICA CORP /DE/
Bank
$29.2M → exited
-$29.2M

Analyst Ratings

2026-08-11 · 60d ·2 Bullish0 Bearish1 Neutral

Bullish
Oppenheimer
2026-08-11
Outperform
Bullish
Baird
2026-08-11
Outperform
Neutral
Keybanc
2026-07-23
Sector Weight

Price Momentum

2025-08-13 → 2026-08-13

1 month
from 2026-07-16
-22.6%
3 months
from 2026-05-14
-37.3%
6 months
from 2026-02-12
-13.6%
9 months
from 2025-11-11
-15.4%
12 months
from 2025-08-13
-0.3%

Short Interest

2026-05-15 → 2026-07-15 · 5 periods

2026-07-15
3.98M shares short
4.28d
-0.19d
2026-06-30
4.01M shares short
4.47d
+0.67d
2026-06-15
3.92M shares short
3.80d
-0.94d
2026-05-29
4.70M shares short
4.74d
+1.84d
2026-05-15
5.41M shares short
2.90d

Insider Transactions

2026-06-02 · 4 most recent transactions

SellOfficer
Thompson Rebecca
2026-06-02
$607K
SellDir
Fields Gary D
2026-05-29
$2.7M
SellVP
Wichman Gordon Douglas
2026-05-26
$421K
SellDir
Fields Gary D
2026-05-26
$3.0M

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF