Cerity Partners
AAON icon

Cerity Partners’s Aaon AAON Stock Holding History

Cerity Partners’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 		$203K Buy
+1,600
New +$187K ﹤0.01% 3046
2025
Q3 		– Sell
-42,529
Closed -$3.14M – 2740
2025
Q2 		$3.14M Buy
+42,529
New +$3.73M 0.01% 1018
2025
Q1 		– Sell
-2,662
Closed -$304K – 2475
2024
Q4 		$304K Sell
2,662
-472
-15% -$57.9K ﹤0.01% 2026
2024
Q3 		$338K Sell
3,134
-100,827
-97% -$9.21M ﹤0.01% 1981
2024
Q2 		$9.07M Buy
103,961
+99,828
+2,415% +$8.14M 0.02% 445
2024
Q1 		$364K Buy
+4,133
New +$324K ﹤0.01% 1762

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 $3.38T AUM 44.17% 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

Cerity Partners's AAON Position: Q2 2026 in Review

Cerity Partners opened a new position in Aaon (AAON) in Q2 2026: 1,600 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #3046 among its holdings. This is a return to the name: Cerity Partners previously reported a position in AAON as recently as Q2 2025.

Cerity Partners first reported a position in AAON in Q1 2024 and has held it in 6 quarters since. The position peaked at $9.07M in Q2 2024. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Cerity Partners held 1,600 shares of Aaon worth $203K as of Q2 2026.
  • Aaon was a new Cerity Partners position in Q2 2026.
  • Aaon made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3046 holding.
  • Cerity Partners first reported a position in Aaon in Q1 2024 and has held it in 6 quarters since.
  • Cerity Partners's Aaon position peaked at $9.07M in Q2 2024.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.