Curio Wealth’s Aaon AAON Stock Holding History

Curio 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	–	Sell	-2	Closed	-$166	–	81
2026 Q1	$166	Buy	+2	New	+$182	﹤0.01%	841

Other funds holding AAON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Curio Wealth's AAON Position: Q2 2026 in Review

Curio Wealth sold out of Aaon (AAON) in Q2 2026, closing a stake of 2 shares — an estimated $166 sold.

Curio Wealth first reported a position in AAON in Q1 2026 and held it in 1 quarter. The position peaked at $166 in Q1 2026. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Curio Wealth reported no remaining Aaon position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Aaon shares in Q2 2026, an estimated $166.
Curio Wealth first reported a position in Aaon in Q1 2026 and held it in 1 quarter.
Curio Wealth's Aaon position peaked at $166 in Q1 2026.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

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