Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Aaon AAON Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$36.6K Sell
442
-102
-19% -$9.27K ﹤0.01% 4024
2025
Q4 		$41K Sell
544
-212
-28% -$19.6K ﹤0.01% 3735
2025
Q3 		$71K Sell
756
-70
-8% -$5.73K ﹤0.01% 3230
2025
Q2 		$61K Sell
826
-112
-12% -$9.82K ﹤0.01% 3113
2025
Q1 		$73K Buy
938
+192
+26% +$19.8K ﹤0.01% 2673
2024
Q4 		$88K Sell
746
-15
-2% -$1.84K ﹤0.01% 2369
2024
Q3 		$82K Sell
761
-16
-2% -$1.46K ﹤0.01% 2322
2024
Q2 		$68K Buy
777
+107
+16% +$8.72K ﹤0.01% 2241
2024
Q1 		$59K Buy
670
+312
+87% +$24.5K ﹤0.01% 2184
2023
Q4 		$26K Sell
358
-63
-15% -$3.89K ﹤0.01% 2585
2023
Q3 		$24K Sell
421
-23
-5% -$1.46K ﹤0.01% 2547
2023
Q2 		$28K Buy
444
+4
+0.9% +$253 ﹤0.01% 2405
2023
Q1 		$28K Sell
440
-66
-13% -$3.63K ﹤0.01% 2260
2022
Q4 		$25K Buy
506
+120
+31% +$5.6K ﹤0.01% 2189
2022
Q3 		$14K Buy
386
+194
+101% +$7.48K ﹤0.01% 2447
2022
Q2 		$7K Buy
+192
New +$6.72K ﹤0.01% 2766
2022
Q1 		– Sell
-66
Closed -$3K – 3484
2021
Q4 		$3K Buy
+66
New +$3.3K ﹤0.01% 2927

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AAON Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Aaon (AAON) stake by 19% in Q1 2026, selling an estimated $9.27K and leaving 442 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4024.

Carson Wealth (CWM LLC) first reported a position in AAON in Q4 2021 and has held it in 17 quarters since. The position peaked at $88K in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Carson Wealth (CWM LLC) held 442 shares of Aaon worth $36.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 102 Aaon shares in Q1 2026, an estimated $9.27K.
  • Aaon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4024 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aaon in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Aaon position peaked at $88K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.