Action Point Financial Planning’s Aaon AAON Stock Holding History

Action Point Financial Planning’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 Q2	$5.2K	Buy	+44	New	+$5.15K	﹤0.01%	1797

Other funds holding AAON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's AAON Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Aaon (AAON) in Q2 2026: 44 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings.

470 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Action Point Financial Planning held 44 shares of Aaon worth $5.2K as of Q2 2026.
Aaon was a new Action Point Financial Planning position in Q2 2026.
Aaon made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1797 holding.
470 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.