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Clearstead Advisors’s Aaon AAON Stock Holding History

Clearstead 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 		$2.16K Buy
17
+2
+13% +$234 ﹤0.01% 2458
2026
Q1 		$1.24K Sell
15
-300
-95% -$27.3K ﹤0.01% 2006
2025
Q4 		$24K Buy
315
+260
+473% +$24K ﹤0.01% 1660
2025
Q3 		$5.14K Sell
55
-261
-83% -$21.4K ﹤0.01% 2148
2025
Q2 		$23.3K Sell
316
-1
-0.3% -$88 ﹤0.01% 1562
2025
Q1 		$24.8K Buy
317
+88
+38% +$9.07K ﹤0.01% 1359
2024
Q4 		$26.9K Buy
229
+10
+5% +$1.23K ﹤0.01% 1303
2024
Q3 		$23.6K Sell
219
-31
-12% -$2.83K ﹤0.01% 1379
2024
Q2 		$21.8K Buy
+250
New +$20.4K ﹤0.01% 1354

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

Clearstead Advisors's AAON Position: Q2 2026 in Review

Clearstead Advisors increased its Aaon (AAON) stake by 13% in Q2 2026, buying an estimated $234 and bringing the position to 17 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Clearstead Advisors first reported a position in AAON in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.9K in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Clearstead Advisors held 17 shares of Aaon worth $2.16K as of Q2 2026.
  • Clearstead Advisors bought 2 Aaon shares in Q2 2026, an estimated $234.
  • Aaon made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2458 holding.
  • Clearstead Advisors first reported a position in Aaon in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Aaon position peaked at $26.9K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.