Creative Planning
AAON icon

Creative Planning’s Aaon AAON Stock Holding History

Creative Planning’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 		$1.52M Buy
18,378
+2,676
+17% +$243K ﹤0.01% 2125
2025
Q4 		$1.2M Sell
15,702
-2,217
-12% -$205K ﹤0.01% 2145
2025
Q3 		$1.67M Sell
17,919
-1,523
-8% -$125K ﹤0.01% 1677
2025
Q2 		$1.43M Sell
19,442
-2,112
-10% -$185K ﹤0.01% 1570
2025
Q1 		$1.68M Buy
21,554
+319
+2% +$32.9K ﹤0.01% 1310
2024
Q4 		$2.5M Sell
21,235
-438
-2% -$53.7K ﹤0.01% 999
2024
Q3 		$2.34M Buy
21,673
+3,252
+18% +$297K ﹤0.01% 982
2024
Q2 		$1.61M Buy
18,421
+3,925
+27% +$320K ﹤0.01% 1105
2024
Q1 		$1.28M Buy
14,496
+2,445
+20% +$192K ﹤0.01% 1181
2023
Q4 		$890K Buy
12,051
+1,016
+9% +$62.7K ﹤0.01% 1297
2023
Q3 		$628K Sell
11,035
-260
-2% -$16.5K ﹤0.01% 1413
2023
Q2 		$714K Buy
11,295
+159
+1% +$10.1K ﹤0.01% 1322
2023
Q1 		$718K Buy
11,136
+1,252
+13% +$68.8K ﹤0.01% 1259
2022
Q4 		$496K Sell
9,884
-1,770
-15% -$82.6K ﹤0.01% 1435
2022
Q3 		$419K Buy
11,654
+2,615
+29% +$101K ﹤0.01% 1438
2022
Q2 		$330K Buy
9,039
+135
+2% +$4.73K ﹤0.01% 1547
2022
Q1 		$331K Buy
8,904
+46
+0.5% +$1.88K ﹤0.01% 1562
2021
Q4 		$469K Buy
8,858
+357
+4% +$17.9K ﹤0.01% 1343
2021
Q3 		$370K Buy
8,501
+114
+1% +$4.95K ﹤0.01% 1468
2021
Q2 		$350K Buy
8,387
+59
+0.7% +$2.6K ﹤0.01% 1486
2021
Q1 		$389K Buy
8,328
+52
+0.6% +$2.55K ﹤0.01% 1606
2020
Q4 		$368K Buy
8,276
+123
+2% +$5.2K ﹤0.01% 1493
2020
Q3 		$327K Buy
8,153
+77
+1% +$2.95K ﹤0.01% 1364
2020
Q2 		$292K Sell
8,076
-17
-0.2% -$571 ﹤0.01% 1321
2020
Q1 		$261K Sell
8,093
-939
-10% -$32.7K ﹤0.01% 1238
2019
Q4 		$297K Sell
9,032
-280
-3% -$9.07K ﹤0.01% 1407
2019
Q3 		$285K Buy
9,312
+54
+0.6% +$1.74K ﹤0.01% 1394
2019
Q2 		$310K Sell
9,258
-26
-0.3% -$825 ﹤0.01% 1344
2019
Q1 		$286K Sell
9,284
-514
-5% -$13.5K ﹤0.01% 1350
2018
Q4 		$229K Buy
9,798
+133
+1% +$3.19K ﹤0.01% 1399
2018
Q3 		$244K Buy
9,665
+75
+0.8% +$1.92K ﹤0.01% 1545
2018
Q2 		$213K Hold
9,590
– – ﹤0.01% 1604
2018
Q1 		$249K Hold
9,590
– – ﹤0.01% 1464
2017
Q4 		$235K Buy
9,590
+48
+0.5% +$1.13K ﹤0.01% 1497
2017
Q3 		$219K Buy
9,542
+8,592
+904% +$195K ﹤0.01% 1537
2017
Q2 		$23K Sell
950
-178
-16% -$4.31K ﹤0.01% 3079
2017
Q1 		$27K Buy
1,128
+196
+21% +$4.5K ﹤0.01% 2903
2016
Q4 		$21K Sell
932
-366
-28% -$7.63K ﹤0.01% 3039
2016
Q3 		$25K Buy
1,298
+1,028
+381% +$18.9K ﹤0.01% 2888
2016
Q2 		$5K Buy
270
+31
+13% +$560 ﹤0.01% 3610
2016
Q1 		$4K Buy
239
+153
+178% +$2.34K ﹤0.01% 3663
2015
Q4 		$1K Buy
+86
New +$1.3K ﹤0.01% 4169
2014
Q3 		– Sell
-191
Closed -$3K – 3980
2014
Q2 		$3K Buy
+191
New +$2.56K ﹤0.01% 3380
2014
Q1 		– Sell
-675
Closed -$10K – 3609
2013
Q4 		$10K Hold
675
– – ﹤0.01% 2550
2013
Q3 		$8K Sell
675
-675
-50% -$7.31K ﹤0.01% 2538
2013
Q2 		$13K Buy
+1,350
New +$12.1K ﹤0.01% 2141

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

Creative Planning's AAON Position: Q1 2026 in Review

Creative Planning increased its Aaon (AAON) stake by 17% in Q1 2026, buying an estimated $243K and bringing the position to 18,378 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Creative Planning first reported a position in AAON in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.5M in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Creative Planning held 18,378 shares of Aaon worth $1.52M as of Q1 2026.
  • Creative Planning bought 2,676 Aaon shares in Q1 2026, an estimated $243K.
  • Aaon made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2125 holding.
  • Creative Planning first reported a position in Aaon in Q2 2013 and has held it in 46 quarters since.
  • Creative Planning's Aaon position peaked at $2.5M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.