Chuck Royce's AAON Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 467,496 shares of AAON, Inc. (AAON) worth $35.65 M, representing 0.36% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in AAON, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 228,534 shares. Largest reduction occurred in Q3 2013, reducing 1.19 M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's AAON (AAON) Holding Value Over Time
Track share changes against reported price movement
Quarterly AAON (AAON) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +40,892 | Add 9.59% | 467,496 | $76.25 |
| Q3 2025 | +18,895 | Add 4.63% | 426,604 | $93.44 |
| Q2 2025 | +228,534 | Add 127.55% | 407,709 | $73.75 |
| Q1 2025 | +179,175 | New Buy | 179,175 | $78.13 |
| Q3 2023 | -26,700 | Sold Out | 0 | $0.00 |
| Q2 2023 | -1,500 | Reduce 5.32% | 26,700 | $63.21 |
| Q1 2023 | -11,202 | Reduce 28.43% | 28,200 | $64.46 |
| Q4 2022 | +22,864 | Add 138.25% | 39,402 | $50.21 |
| Q3 2022 | +16,538 | New Buy | 16,538 | $35.92 |
| Q4 2016 | -329,194 | Sold Out | 0 | $0.00 |
| Q2 2016 | -584,042 | Reduce 63.95% | 329,194 | $18.34 |
| Q1 2016 | -265,500 | Reduce 22.52% | 913,236 | $18.67 |
| Q4 2015 | -711,280 | Reduce 37.63% | 1.18 M | $15.48 |
| Q3 2015 | -69,150 | Reduce 3.53% | 1.89 M | $12.92 |
| Q2 2015 | -527,550 | Reduce 21.21% | 1.96 M | $15.01 |
| Q1 2015 | -443,633 | Reduce 15.14% | 2.49 M | $16.35 |
| Q4 2014 | -514,313 | Reduce 14.93% | 2.93 M | $14.93 |
| Q3 2014 | -53,413 | Reduce 1.53% | 3.44 M | $11.34 |
| Q2 2014 | +10,350 | Add 0.30% | 3.5 M | $14.90 |
| Q1 2014 | -264,600 | Reduce 7.05% | 3.49 M | $12.39 |
| Q4 2013 | -136,800 | Reduce 3.52% | 3.75 M | $14.20 |
| Q3 2013 | -1.19 M | Reduce 23.42% | 3.89 M | $11.80 |
| Q2 2013 | +5.08 M | Add 0.00% | 5.08 M | $9.80 |
Chuck Royce's AAON Investment FAQs
Chuck Royce first purchased AAON, Inc. (AAON) in Q2 2013, acquiring 5,078,477 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held AAON, Inc. (AAON) for 24 quarters since Q2 2013.
Chuck Royce's largest addition to AAON, Inc. (AAON) was in Q2 2013, adding 5,078,477 shares worth $49.78 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 467,496 shares of AAON, Inc. (AAON), valued at approximately $35.65 M.
As of the Q4 2025 filing, AAON, Inc. (AAON) represents approximately 0.36% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in AAON, Inc. (AAON) was 5,078,477 shares, as reported at the end of Q2 2013.