Activest Wealth Management
AAON icon

Activest Wealth Management’s Aaon AAON Stock Holding History

Activest Wealth 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
Closed -$127 – 1053
2026
Q2 		$127 Buy
+1
New +$117 ﹤0.01% 1216

Other funds holding AAON

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Activest Wealth Management's AAON Position: Q3 2026 in Review

Activest Wealth Management sold out of Aaon (AAON) in Q3 2026, closing a stake of 1 share — an estimated $127 sold.

Activest Wealth Management first reported a position in AAON in Q2 2026 and held it in 1 quarter. The position peaked at $127 in Q2 2026. 284 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Activest Wealth Management reported no remaining Aaon position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1 Aaon share in Q3 2026, an estimated $127.
  • Activest Wealth Management first reported a position in Aaon in Q2 2026 and held it in 1 quarter.
  • Activest Wealth Management's Aaon position peaked at $127 in Q2 2026.
  • 284 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.