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Fortitude Family Office’s Aaon AAON Stock Holding History

Fortitude Family Office’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 		$3.31K Buy
40
+5
+14% +$450 ﹤0.01% 1783
2026
Q2 		$4.44K Buy
35
+1
+3% +$117 ﹤0.01% 1134
2026
Q1 		$2.81K Buy
34
+20
+143% +$1.82K ﹤0.01% 1148
2025
Q4 		$1.07K Sell
14
-1
-7% -$92 ﹤0.01% 1422
2025
Q3 		$1.4K Sell
15
-5
-25% -$410 ﹤0.01% 1404
2025
Q2 		$1.48K Buy
+20
New +$1.75K ﹤0.01% 1338

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
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 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
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fortitude Family Office's AAON Position: Q3 2026 in Review

Fortitude Family Office increased its Aaon (AAON) stake by 14% in Q3 2026, buying an estimated $450 and bringing the position to 40 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Fortitude Family Office first reported a position in AAON in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.44K in Q2 2026. 31 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Fortitude Family Office held 40 shares of Aaon worth $3.31K as of Q3 2026.
  • Fortitude Family Office bought 5 Aaon shares in Q3 2026, an estimated $450.
  • Aaon made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1783 holding.
  • Fortitude Family Office first reported a position in Aaon in Q2 2025 and has held it in 6 quarters since.
  • Fortitude Family Office's Aaon position peaked at $4.44K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.