Curated Wealth Partners’s Aaon AAON Stock Holding History

Curated Wealth Partners’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	$127K	Buy	+30,232	New	+$3.54M	0.02%	569

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Curated Wealth Partners's AAON Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Aaon (AAON) in Q2 2026: 30,232 shares worth $127K. The stake represents 0.02% of the portfolio and ranks #569 among its holdings.

100 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Curated Wealth Partners held 30,232 shares of Aaon worth $127K as of Q2 2026.
Aaon was a new Curated Wealth Partners position in Q2 2026.
Aaon made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #569 holding.
100 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.