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Broad Peak Investment Advisers’s Aaon AAON Stock Holding History

Broad Peak Investment Advisers’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 		$2.02M Buy
+15,900
New +$1.86M 0.37% 21

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

Broad Peak Investment Advisers's AAON Position: Q2 2026 in Review

Broad Peak Investment Advisers opened a new position in Aaon (AAON) in Q2 2026: 15,900 shares worth $2.02M. The stake represents 0.37% of the portfolio and ranks #21 among its holdings.

472 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Broad Peak Investment Advisers held 15,900 shares of Aaon worth $2.02M as of Q2 2026.
  • Aaon was a new Broad Peak Investment Advisers position in Q2 2026.
  • Aaon made up 0.37% of Broad Peak Investment Advisers's portfolio in Q2 2026, its #21 holding.
  • 472 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Broad Peak Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.