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Cornerstone Planning Group’s Aaon AAON Stock Holding History

Cornerstone Planning Group’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 		$24.3K Sell
226
-4
-2% -$468 ﹤0.01% 606
2026
Q1 		$21.5K Buy
230
+1
+0.4% +$91 ﹤0.01% 642
2025
Q4 		$20.9K Sell
229
-1,093
-83% -$101K ﹤0.01% 577
2025
Q3 		$144K Buy
+1,322
New +$108K 0.02% 172

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Cornerstone Planning Group's AAON Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Aaon (AAON) stake by 1.7% in Q2 2026, selling an estimated $468 and leaving 226 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Cornerstone Planning Group first reported a position in AAON in Q3 2025 and has held it in 4 quarters since. The position peaked at $144K in Q3 2025. 236 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Cornerstone Planning Group held 226 shares of Aaon worth $24.3K as of Q2 2026.
  • Cornerstone Planning Group sold 4 Aaon shares in Q2 2026, an estimated $468.
  • Aaon made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #606 holding.
  • Cornerstone Planning Group first reported a position in Aaon in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Aaon position peaked at $144K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.