Superior Planning, LLC’s Aaon AAON Stock Holding History

Superior Planning, LLC’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.19K	Buy	+99	New	+$8.91K	﹤0.01%	1007

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Superior Planning, LLC's AAON Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Aaon (AAON) in Q3 2026: 99 shares worth $8.19K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings.

284 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

Superior Planning, LLC held 99 shares of Aaon worth $8.19K as of Q3 2026.
Aaon was a new Superior Planning, LLC position in Q3 2026.
Aaon made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1007 holding.
284 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.