Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Aaon AAON Stock Holding History

Cambridge Investment Research 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 		$564K Buy
4,448
+85
+2% +$9.95K ﹤0.01% 2850
2026
Q1 		$361K Sell
4,363
-1,525
-26% -$139K ﹤0.01% 3108
2025
Q4 		$449K Buy
5,888
+342
+6% +$31.6K ﹤0.01% 2824
2025
Q3 		$518K Buy
5,546
+688
+14% +$56.4K ﹤0.01% 2647
2025
Q2 		$358K Buy
4,858
+1,719
+55% +$151K ﹤0.01% 2835
2025
Q1 		$245K Buy
+3,139
New +$324K ﹤0.01% 3048
2015
Q3 		– Sell
-24,666
Closed -$370K – 1436
2015
Q2 		$370K Sell
24,666
-9,807
-28% -$155K 0.01% 955
2015
Q1 		$564K Buy
34,473
+2,307
+7% +$34.8K 0.02% 736
2014
Q4 		$480K Buy
+32,166
New +$429K 0.01% 799

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

Cambridge Investment Research Advisors's AAON Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Aaon (AAON) stake by 1.9% in Q2 2026, buying an estimated $9.95K and bringing the position to 4,448 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Cambridge Investment Research Advisors first reported a position in AAON in Q4 2014 and has held it in 9 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Cambridge Investment Research Advisors held 4,448 shares of Aaon worth $564K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 85 Aaon shares in Q2 2026, an estimated $9.95K.
  • Aaon made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2850 holding.
  • Cambridge Investment Research Advisors first reported a position in Aaon in Q4 2014 and has held it in 9 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.