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Compass Wealth Management’s Aaon AAON Stock Holding History

Compass Wealth Management’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
Q3 		$16.6K Buy
+200
New +$18K ﹤0.01% 338

Other funds holding AAON

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Compass Wealth Management's AAON Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Aaon (AAON) in Q3 2026: 200 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

184 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Compass Wealth Management held 200 shares of Aaon worth $16.6K as of Q3 2026.
  • Aaon was a new Compass Wealth Management position in Q3 2026.
  • Aaon made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #338 holding.
  • 184 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.