Rothwell Investment Advisors, LLC’s Aaon AAON Stock Holding History

Rothwell Investment Advisors, 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	$12.6K	Buy	+152	New	+$13.7K	0.01%	727

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AAON Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Aaon (AAON) in Q3 2026: 152 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings.

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

Rothwell Investment Advisors, LLC held 152 shares of Aaon worth $12.6K as of Q3 2026.
Aaon was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Aaon made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #727 holding.
184 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.