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Callan Family Office’s Aaon AAON Stock Holding History

Callan Family Office’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 		$623K Sell
4,913
-3,097
-39% -$363K 0.01% 741
2026
Q1 		$663K Buy
8,010
+3,832
+92% +$348K 0.02% 672
2025
Q4 		$319K Buy
+4,178
New +$386K 0.01% 912
2025
Q3 		– Sell
-5,949
Closed -$439K – 849
2025
Q2 		$439K Buy
+5,949
New +$521K 0.01% 633
2025
Q1 		– Sell
-2,201
Closed -$259K – 544
2024
Q4 		$259K Buy
+2,201
New +$270K 0.02% 531

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

Callan Family Office's AAON Position: Q2 2026 in Review

Callan Family Office reduced its Aaon (AAON) stake by 39% in Q2 2026, selling an estimated $363K and leaving 4,913 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #741.

Callan Family Office first reported a position in AAON in Q4 2024 and has held it in 5 quarters since. The position peaked at $663K in Q1 2026. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Callan Family Office held 4,913 shares of Aaon worth $623K as of Q2 2026.
  • Callan Family Office sold 3,097 Aaon shares in Q2 2026, an estimated $363K.
  • Aaon made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #741 holding.
  • Callan Family Office first reported a position in Aaon in Q4 2024 and has held it in 5 quarters since.
  • Callan Family Office's Aaon position peaked at $663K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.