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EverSource Wealth Advisors’s Aaon AAON Stock Holding History

EverSource Wealth Advisors’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 		$18.1K Sell
143
-406
-74% -$47.5K ﹤0.01% 2511
2026
Q1 		$45.4K Buy
549
+178
+48% +$16.2K ﹤0.01% 1964
2025
Q4 		$28.3K Sell
371
-64
-15% -$5.91K ﹤0.01% 2150
2025
Q3 		$40.6K Buy
435
+101
+30% +$8.27K ﹤0.01% 1851
2025
Q2 		$24.6K Buy
334
+164
+96% +$14.4K ﹤0.01% 2138
2025
Q1 		$13.3K Buy
170
+21
+14% +$2.17K ﹤0.01% 1940
2024
Q4 		$17.5K Sell
149
-123
-45% -$15.1K ﹤0.01% 1694
2024
Q3 		$29.3K Buy
272
+21
+8% +$1.92K ﹤0.01% 1293
2024
Q2 		$22.2K Buy
251
+21
+9% +$1.71K ﹤0.01% 1456
2024
Q1 		$21.6K Buy
230
+83
+56% +$6.51K ﹤0.01% 1325
2023
Q4 		$10.9K Sell
147
-15
-9% -$925 ﹤0.01% 1523
2023
Q3 		$9.21K Hold
162
– – ﹤0.01% 1449
2023
Q2 		$10.2K Hold
162
– – ﹤0.01% 1428
2023
Q1 		$10.4K Sell
162
-72
-31% -$3.96K ﹤0.01% 1334
2022
Q4 		$11.8K Hold
234
– – ﹤0.01% 1269
2022
Q3 		$9K Hold
234
– – ﹤0.01% 1146
2022
Q2 		$9K Buy
+234
New +$8.19K ﹤0.01% 1049

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

EverSource Wealth Advisors's AAON Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Aaon (AAON) stake by 74% in Q2 2026, selling an estimated $47.5K and leaving 143 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

EverSource Wealth Advisors first reported a position in AAON in Q2 2022 and has held it in 17 quarters since. The position peaked at $45.4K in Q1 2026. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • EverSource Wealth Advisors held 143 shares of Aaon worth $18.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 406 Aaon shares in Q2 2026, an estimated $47.5K.
  • Aaon made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2511 holding.
  • EverSource Wealth Advisors first reported a position in Aaon in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Aaon position peaked at $45.4K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.