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Downshift Financial’s Aaon AAON Stock Holding History

Downshift Financial’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 		$15.6K Buy
+123
New +$14.4K 0.01% 249

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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

Downshift Financial's AAON Position: Q2 2026 in Review

Downshift Financial opened a new position in Aaon (AAON) in Q2 2026: 123 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

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

  • Downshift Financial held 123 shares of Aaon worth $15.6K as of Q2 2026.
  • Aaon was a new Downshift Financial position in Q2 2026.
  • Aaon made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #249 holding.
  • 470 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.