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Covestor’s Aaon AAON Stock Holding History

Covestor’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 		$11K Buy
88
+28
+47% +$3.28K 0.01% 1477
2026
Q1 		$5K Sell
60
-46
-43% -$4.18K ﹤0.01% 1768
2025
Q4 		$8K Sell
106
-609
-85% -$56.2K ﹤0.01% 1669
2025
Q3 		$67K Buy
715
+84
+13% +$6.88K 0.04% 768
2025
Q2 		$47K Sell
631
-788
-56% -$69.1K 0.03% 904
2025
Q1 		$111K Sell
1,419
-432
-23% -$44.6K 0.07% 413
2024
Q4 		$218K Sell
1,851
-383
-17% -$47K 0.14% 140
2024
Q3 		$241K Sell
2,234
-76
-3% -$6.94K 0.15% 118
2024
Q2 		$202K Sell
2,310
-101
-4% -$8.23K 0.13% 160
2024
Q1 		$212K Sell
2,411
-419
-15% -$32.8K 0.13% 141
2023
Q4 		$209K Buy
2,830
+703
+33% +$43.4K 0.14% 123
2023
Q3 		$121K Buy
2,127
+474
+29% +$30.1K 0.09% 316
2023
Q2 		$105K Buy
1,653
+1,477
+839% +$93.4K 0.08% 404
2023
Q1 		$11K Buy
176
+162
+1,157% +$8.91K 0.01% 1249
2022
Q4 		$1K Sell
14
-583
-98% -$27.2K ﹤0.01% 1826
2022
Q3 		$21K Buy
597
+586
+5,327% +$22.6K 0.02% 974
2022
Q2 		$0 Sell
11
-19
-63% -$665 ﹤0.01% 1837
2022
Q1 		$1K Buy
30
+13
+76% +$530 ﹤0.01% 1710
2021
Q4 		$1K Buy
+17
New +$850 ﹤0.01% 1603

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Covestor's AAON Position: Q2 2026 in Review

Covestor increased its Aaon (AAON) stake by 47% in Q2 2026, buying an estimated $3.28K and bringing the position to 88 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1477.

Covestor first reported a position in AAON in Q4 2021 and has held it in 19 quarters since. The position peaked at $241K in Q3 2024. 363 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Covestor held 88 shares of Aaon worth $11K as of Q2 2026.
  • Covestor bought 28 Aaon shares in Q2 2026, an estimated $3.28K.
  • Aaon made up 0.01% of Covestor's portfolio in Q2 2026, its #1477 holding.
  • Covestor first reported a position in Aaon in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Aaon position peaked at $241K in Q3 2024.
  • 363 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.