Cetera Investment Advisers
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Cetera Investment Advisers’s Aaon AAON Stock Holding History

Cetera Investment Advisers’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 		$3.12M Sell
24,559
-7,672
-24% -$898K ﹤0.01% 2006
2026
Q1 		$2.67M Sell
32,231
-4,647
-13% -$422K ﹤0.01% 2014
2025
Q4 		$2.81M Buy
36,878
+1,214
+3% +$112K ﹤0.01% 1916
2025
Q3 		$3.33M Buy
35,664
+24,771
+227% +$2.03M ﹤0.01% 1735
2025
Q2 		$803K Buy
10,893
+804
+8% +$70.5K ﹤0.01% 2573
2025
Q1 		$788K Buy
10,089
+1,117
+12% +$115K ﹤0.01% 2458
2024
Q4 		$1.06M Sell
8,972
-1,791
-17% -$220K ﹤0.01% 2126
2024
Q3 		$1.16M Buy
10,763
+1,375
+15% +$126K ﹤0.01% 2021
2024
Q2 		$819K Buy
9,388
+4,381
+87% +$357K ﹤0.01% 2226
2024
Q1 		$441K Buy
+5,007
New +$392K ﹤0.01% 2700

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

Cetera Investment Advisers's AAON Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Aaon (AAON) stake by 24% in Q2 2026, selling an estimated $898K and leaving 24,559 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Cetera Investment Advisers first reported a position in AAON in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.33M in Q3 2025. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Cetera Investment Advisers held 24,559 shares of Aaon worth $3.12M as of Q2 2026.
  • Cetera Investment Advisers sold 7,672 Aaon shares in Q2 2026, an estimated $898K.
  • Aaon made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2006 holding.
  • Cetera Investment Advisers first reported a position in Aaon in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Aaon position peaked at $3.33M in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.