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Centerpoint Advisors’s Aaon AAON Stock Holding History

Centerpoint 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 		$33K Sell
259
-1
-0.4% -$117 0.01% 200
2026
Q1 		$22K Hold
260
– – 0.01% 219
2025
Q4 		$20K Buy
260
+38
+17% +$3.51K 0.01% 244
2025
Q3 		$21K Buy
+222
New +$18.2K 0.01% 241

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

Centerpoint Advisors's AAON Position: Q2 2026 in Review

Centerpoint Advisors reduced its Aaon (AAON) stake by 0.38% in Q2 2026, selling an estimated $117 and leaving 259 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #200.

Centerpoint Advisors first reported a position in AAON in Q3 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Centerpoint Advisors held 259 shares of Aaon worth $33K as of Q2 2026.
  • Centerpoint Advisors sold 1 Aaon share in Q2 2026, an estimated $117.
  • Aaon made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #200 holding.
  • Centerpoint Advisors first reported a position in Aaon in Q3 2025 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.