AIM
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Acropolis Investment Management’s Aaon AAON Stock Holding History

Acropolis Investment Management’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 		– Sell
-1,100
Closed -$140K – 380
2026
Q2 		$140K Sell
1,100
-418
-28% -$48.9K 0.01% 334
2026
Q1 		$126K Buy
+1,518
New +$138K 0.01% 347
2025
Q2 		– Sell
-1,521
Closed -$119K – 246
2025
Q1 		$119K Hold
1,521
– – 0.01% 283
2024
Q4 		$179K Hold
1,521
– – 0.01% 244
2024
Q3 		$164K Hold
1,521
– – 0.01% 242
2024
Q2 		$133K Hold
1,521
– – 0.01% 258
2024
Q1 		$134K Hold
1,521
– – 0.01% 254
2023
Q4 		$112K Buy
+1,521
New +$93.8K 0.01% 271

Other funds holding AAON

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Acropolis Investment Management's AAON Position: Q3 2026 in Review

Acropolis Investment Management sold out of Aaon (AAON) in Q3 2026, closing a stake of 1,100 shares — an estimated $140K sold.

Acropolis Investment Management first reported a position in AAON in Q4 2023 and held it in 8 quarters. The position peaked at $179K in Q4 2024. 12 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Acropolis Investment Management reported no remaining Aaon position as of Q3 2026 after selling out during the quarter.
  • Acropolis Investment Management sold 1,100 Aaon shares in Q3 2026, an estimated $140K.
  • Acropolis Investment Management first reported a position in Aaon in Q4 2023 and held it in 8 quarters.
  • Acropolis Investment Management's Aaon position peaked at $179K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.