Elevation Wealth Partners’s Aaon AAON Stock Holding History

Elevation 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	$2.92K	Buy	+23	New	+$2.69K	﹤0.01%	1136

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

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

Elevation Wealth Partners opened a new position in Aaon (AAON) in Q2 2026: 23 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings.

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

Elevation Wealth Partners held 23 shares of Aaon worth $2.92K as of Q2 2026.
Aaon was a new Elevation Wealth Partners position in Q2 2026.
Aaon made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1136 holding.
102 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.