AF
AAON icon

Allworth Financial’s Aaon AAON Stock Holding History

Allworth Financial’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 		$45K Buy
355
+6
+2% +$703 ﹤0.01% 2584
2026
Q1 		$28.9K Buy
349
+27
+8% +$2.45K ﹤0.01% 2732
2025
Q4 		$24.6K Buy
322
+2
+0.6% +$185 ﹤0.01% 2670
2025
Q3 		$29.9K Sell
320
-18
-5% -$1.47K ﹤0.01% 2460
2025
Q2 		$24.9K Sell
338
-35
-9% -$3.07K ﹤0.01% 2386
2025
Q1 		$32K Buy
373
+66
+21% +$6.81K ﹤0.01% 1787
2024
Q4 		$42K Sell
307
-144
-32% -$17.7K ﹤0.01% 1661
2024
Q3 		$48.6K Sell
451
-8
-2% -$731 ﹤0.01% 1428
2024
Q2 		$39.9K Buy
459
+138
+43% +$11.3K ﹤0.01% 1477
2024
Q1 		$28.3K Buy
321
+11
+4% +$862 ﹤0.01% 1572
2023
Q4 		$22.9K Buy
310
+28
+10% +$1.73K ﹤0.01% 1575
2023
Q3 		$16K Buy
282
+36
+15% +$2.29K ﹤0.01% 1660
2023
Q2 		$15.5K Hold
246
– – ﹤0.01% 1690
2023
Q1 		$15.9K Buy
+246
New +$13.5K ﹤0.01% 1593
2022
Q4 		– Sell
-246
Closed -$9K – 2980
2022
Q3 		$9K Hold
246
– – ﹤0.01% 1687
2022
Q2 		$9K Hold
246
– – ﹤0.01% 1585
2022
Q1 		$9K Hold
246
– – ﹤0.01% 1506
2021
Q4 		$13K Hold
246
– – ﹤0.01% 1281
2021
Q3 		$11K Hold
246
– – ﹤0.01% 1257
2021
Q2 		$10K Hold
246
– – ﹤0.01% 1037
2021
Q1 		$11K Hold
246
– – ﹤0.01% 948
2020
Q4 		$11K Hold
246
– – ﹤0.01% 803
2020
Q3 		$10K Hold
246
– – ﹤0.01% 705
2020
Q2 		$9K Hold
246
– – ﹤0.01% 740
2020
Q1 		$8K Buy
+246
New +$8.57K ﹤0.01% 738

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's AAON Position: Q2 2026 in Review

Allworth Financial increased its Aaon (AAON) stake by 1.7% in Q2 2026, buying an estimated $703 and bringing the position to 355 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Allworth Financial first reported a position in AAON in Q1 2020 and has held it in 25 quarters since. The position peaked at $48.6K in Q3 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Allworth Financial held 355 shares of Aaon worth $45K as of Q2 2026.
  • Allworth Financial bought 6 Aaon shares in Q2 2026, an estimated $703.
  • Aaon made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2584 holding.
  • Allworth Financial first reported a position in Aaon in Q1 2020 and has held it in 25 quarters since.
  • Allworth Financial's Aaon position peaked at $48.6K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.