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
Q2 		$933K Buy
7,352
+1,525
+26% +$179K ﹤0.01% 1861
2026
Q1 		$481K Sell
5,827
-570
-9% -$51.8K ﹤0.01% 2052
2025
Q4 		$488K Buy
+6,397
New +$591K ﹤0.01% 1886
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

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

Corient Private Wealth's AAON Position: Q2 2026 in Review

Corient Private Wealth increased its Aaon (AAON) stake by 26% in Q2 2026, buying an estimated $179K and bringing the position to 7,352 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Corient Private Wealth first reported a position in AAON in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2024. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Corient Private Wealth held 7,352 shares of Aaon worth $933K as of Q2 2026.
  • Corient Private Wealth bought 1,525 Aaon shares in Q2 2026, an estimated $179K.
  • Aaon made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1861 holding.
  • Corient Private Wealth first reported a position in Aaon in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Aaon position peaked at $1.06M in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.