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Bell Investment Advisors’s Aaon AAON Stock Holding History

Bell Investment 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 		$1.9K Hold
15
– – ﹤0.01% 1349
2026
Q1 		$1.24K Hold
15
– – ﹤0.01% 1482
2025
Q4 		$1.14K Hold
15
– – ﹤0.01% 1509
2025
Q3 		$1.4K Sell
15
-4
-21% -$328 ﹤0.01% 1455
2025
Q2 		$1.4K Hold
19
– – ﹤0.01% 1478
2025
Q1 		$1.49K Hold
19
– – ﹤0.01% 1424
2024
Q4 		$2.24K Buy
19
+4
+27% +$490 ﹤0.01% 1294
2024
Q3 		$1.62K Hold
15
– – ﹤0.01% 1431
2024
Q2 		$1.31K Hold
15
– – ﹤0.01% 1522
2024
Q1 		$1.32K Hold
15
– – ﹤0.01% 1511
2023
Q4 		$1.11K Sell
15
-3
-17% -$185 ﹤0.01% 1557
2023
Q3 		$1.02K Sell
18
-20
-53% -$1.27K ﹤0.01% 1564
2023
Q2 		$2.37K Hold
38
– – ﹤0.01% 1216
2023
Q1 		$2.42K Buy
38
+8
+27% +$440 ﹤0.01% 1154
2022
Q4 		$1.51K Hold
30
– – ﹤0.01% 1428
2022
Q3 		$1K Hold
30
– – ﹤0.01% 1287
2022
Q2 		$1K Buy
+30
New +$1.05K ﹤0.01% 1295

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

Bell Investment Advisors's AAON Position: Q2 2026 in Review

Bell Investment Advisors held its Aaon (AAON) position steady in Q2 2026 at 15 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Bell Investment Advisors first reported a position in AAON in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.42K in Q1 2023. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Bell Investment Advisors held 15 shares of Aaon worth $1.9K as of Q2 2026.
  • Bell Investment Advisors left its Aaon share count unchanged in Q2 2026.
  • Aaon made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1349 holding.
  • Bell Investment Advisors first reported a position in Aaon in Q2 2022 and has held it in 17 quarters since.
  • Bell Investment Advisors's Aaon position peaked at $2.42K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.