Elevation Wealth Partners
AAON icon

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
Q3 		$6.54K Buy
79
+56
+243% +$5.04K ﹤0.01% 1036
2026
Q2 		$2.92K Buy
+23
New +$2.69K ﹤0.01% 1136

Other funds holding AAON

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Elevation Wealth Partners's AAON Position: Q3 2026 in Review

Elevation Wealth Partners increased its Aaon (AAON) stake by 243% in Q3 2026, buying an estimated $5.04K and bringing the position to 79 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Elevation Wealth Partners first reported a position in AAON in Q2 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Elevation Wealth Partners held 79 shares of Aaon worth $6.54K as of Q3 2026.
  • Elevation Wealth Partners bought 56 Aaon shares in Q3 2026, an estimated $5.04K.
  • Aaon made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1036 holding.
  • Elevation Wealth Partners first reported a position in Aaon in Q2 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.