Corient Private Wealth
AAON icon

Corient Private Wealth’s Aaon AAON Stock Holding History

Corient Private Wealth’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
Q1 		$481K Sell
5,827
-6,967
-54% -$633K ﹤0.01% 2052
2025
Q4 		$975K Buy
+12,794
New +$1.18M ﹤0.01% 1902
2025
Q3 		– Sell
-6,603
Closed -$487K – 2551
2025
Q2 		$487K Sell
6,603
-3,195
-33% -$280K ﹤0.01% 1720
2025
Q1 		$766K Buy
9,798
+813
+9% +$83.8K ﹤0.01% 1398
2024
Q4 		$1.06M Sell
8,985
-19
-0.2% -$2.33K ﹤0.01% 1297
2024
Q3 		$971K Buy
9,004
+1,751
+24% +$160K ﹤0.01% 1418
2024
Q2 		$633K Sell
7,253
-1,160
-14% -$94.6K ﹤0.01% 1522
2024
Q1 		$741K Sell
8,413
-58
-0.7% -$4.55K ﹤0.01% 1437
2023
Q4 		$626K Sell
8,471
-209
-2% -$12.9K ﹤0.01% 1492
2023
Q3 		$494K Sell
8,680
-709
-8% -$45.1K ﹤0.01% 1508
2023
Q2 		$593K Buy
9,389
+6
+0.1% +$380 ﹤0.01% 1376
2023
Q1 		$605K Buy
+9,383
New +$516K ﹤0.01% 1299

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Corient Private Wealth's AAON Position: Q1 2026 in Review

Corient Private Wealth reduced its Aaon (AAON) stake by 54% in Q1 2026, selling an estimated $633K and leaving 5,827 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Corient Private Wealth first reported a position in AAON in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Corient Private Wealth held 5,827 shares of Aaon worth $481K as of Q1 2026.
  • Corient Private Wealth sold 6,967 Aaon shares in Q1 2026, an estimated $633K.
  • Aaon made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2052 holding.
  • Corient Private Wealth first reported a position in Aaon in Q1 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Aaon position peaked at $1.06M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.