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Brighton Securities’s Aaon AAON Stock Holding History

Brighton Securities’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
Q3 		– Sell
-1,888
Closed -$240K – 49
2026
Q2 		$240K Buy
+1,888
New +$221K 0.1% 39
2026
Q1 		– Sell
-2,881
Closed -$220K – 48
2025
Q4 		$220K Buy
2,881
+356
+14% +$32.9K 0.11% 45
2025
Q3 		$236K Buy
+2,525
New +$207K 0.12% 46
2025
Q2 		– Sell
-2,963
Closed -$231K – 62
2025
Q1 		$231K Sell
2,963
-824
-22% -$85K 0.11% 55
2024
Q4 		$446K Buy
+3,787
New +$464K 0.22% 27

Other funds holding AAON

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Brighton Securities's AAON Position: Q3 2026 in Review

Brighton Securities sold out of Aaon (AAON) in Q3 2026, closing a stake of 1,888 shares — an estimated $240K sold.

Brighton Securities first reported a position in AAON in Q4 2024 and held it in 5 quarters. The position peaked at $446K in Q4 2024. 20 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Brighton Securities reported no remaining Aaon position as of Q3 2026 after selling out during the quarter.
  • Brighton Securities sold 1,888 Aaon shares in Q3 2026, an estimated $240K.
  • Brighton Securities first reported a position in Aaon in Q4 2024 and held it in 5 quarters.
  • Brighton Securities's Aaon position peaked at $446K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.