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Blue Trust Inc’s Aaon AAON Stock Holding History

Blue Trust Inc’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 		$12.1K Sell
95
-487
-84% -$57K ﹤0.01% 1808
2026
Q1 		$48.2K Sell
582
-167
-22% -$15.2K ﹤0.01% 1345
2025
Q4 		$57.1K Sell
749
-24
-3% -$2.22K ﹤0.01% 1308
2025
Q3 		$72.2K Sell
773
-256
-25% -$21K ﹤0.01% 1225
2025
Q2 		$75.9K Sell
1,029
-766
-43% -$67.1K ﹤0.01% 1175
2025
Q1 		$140K Buy
+1,795
New +$185K ﹤0.01% 852
2024
Q4 		– Sell
-296
Closed -$25.8K – 2424
2024
Q3 		$25.8K Buy
296
+198
+202% +$18.1K ﹤0.01% 1847
2024
Q2 		$8.63K Buy
+98
New +$7.99K ﹤0.01% 1984
2024
Q1 		– Sell
-4
Closed – – 2154
2023
Q4 		$0 Buy
+4
New +$247 ﹤0.01% 2466
2023
Q3 		– Sell
-20
Closed -$1K – 1997
2023
Q2 		$1K Sell
20
-19
-49% -$1.2K ﹤0.01% 1779
2023
Q1 		$2K Buy
+39
New +$2.15K ﹤0.01% 1971

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

Blue Trust Inc's AAON Position: Q2 2026 in Review

Blue Trust Inc reduced its Aaon (AAON) stake by 84% in Q2 2026, selling an estimated $57K and leaving 95 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Blue Trust Inc first reported a position in AAON in Q1 2023 and has held it in 11 quarters since. The position peaked at $140K in Q1 2025. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Blue Trust Inc held 95 shares of Aaon worth $12.1K as of Q2 2026.
  • Blue Trust Inc sold 487 Aaon shares in Q2 2026, an estimated $57K.
  • Aaon made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1808 holding.
  • Blue Trust Inc first reported a position in Aaon in Q1 2023 and has held it in 11 quarters since.
  • Blue Trust Inc's Aaon position peaked at $140K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.