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Bay Harbor Wealth Management’s Aaon AAON Stock Holding History

Bay Harbor 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
Q2 		$1.9K Sell
15
-1
-6% -$117 ﹤0.01% 665
2026
Q1 		$1.32K Buy
16
+10
+167% +$909 ﹤0.01% 675
2025
Q4 		$457 Buy
6
+1
+20% +$92 ﹤0.01% 887
2025
Q3 		$467 Hold
5
– – ﹤0.01% 752
2025
Q2 		$368 Buy
5
+3
+150% +$263 ﹤0.01% 736
2025
Q1 		$156 Buy
+2
New +$206 ﹤0.01% 757

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

Bay Harbor Wealth Management's AAON Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Aaon (AAON) stake by 6.3% in Q2 2026, selling an estimated $117 and leaving 15 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Bay Harbor Wealth Management first reported a position in AAON in Q1 2025 and has held it in 6 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Bay Harbor Wealth Management held 15 shares of Aaon worth $1.9K as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 Aaon share in Q2 2026, an estimated $117.
  • Aaon made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #665 holding.
  • Bay Harbor Wealth Management first reported a position in Aaon in Q1 2025 and has held it in 6 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.