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Basecamp Wealth Advisors’s Aaon AAON Stock Holding History

Basecamp Wealth Advisors’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 		$3.04K Buy
24
+6
+33% +$703 ﹤0.01% 1274
2026
Q1 		$1.49K Hold
18
– – ﹤0.01% 1471
2025
Q4 		$1.37K Buy
+18
New +$1.66K ﹤0.01% 1433

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

Basecamp Wealth Advisors's AAON Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Aaon (AAON) stake by 33% in Q2 2026, buying an estimated $703 and bringing the position to 24 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Basecamp Wealth Advisors first reported a position in AAON in Q4 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Basecamp Wealth Advisors held 24 shares of Aaon worth $3.04K as of Q2 2026.
  • Basecamp Wealth Advisors bought 6 Aaon shares in Q2 2026, an estimated $703.
  • Aaon made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1274 holding.
  • Basecamp Wealth Advisors first reported a position in Aaon in Q4 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.