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Global Retirement Partners’s Aaon AAON Stock Holding History

Global Retirement 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 		$1.72M Buy
+13,581
New +$1.59M 0.03% 544
2025
Q4 		$765K Buy
10,035
+2,599
+35% +$240K 0.01% 745
2025
Q3 		$695K Buy
7,436
+1,537
+26% +$126K 0.02% 644
2025
Q2 		$435K Buy
+5,899
New +$517K 0.01% 776
2024
Q4 		$699K Sell
5,942
-168
-3% -$20.6K 0.02% 534
2024
Q3 		$659K Buy
6,110
+43
+0.7% +$3.93K 0.02% 557
2024
Q2 		$529K Buy
6,067
+1,402
+30% +$114K 0.02% 598
2024
Q1 		$411K Sell
4,665
-46
-1% -$3.61K 0.02% 576
2023
Q4 		$330K Buy
4,711
+3,873
+462% +$239K 0.01% 582
2023
Q3 		$47.1K Buy
838
+77
+10% +$4.89K ﹤0.01% 1304
2023
Q2 		$48.1K Sell
761
-12
-2% -$759 ﹤0.01% 1296
2023
Q1 		$50.2K Buy
773
+161
+26% +$8.85K ﹤0.01% 1236
2022
Q4 		$30.7K Sell
612
-344
-36% -$16.1K ﹤0.01% 1293
2022
Q3 		$41K Buy
956
+174
+22% +$6.71K ﹤0.01% 1096
2022
Q2 		$29K Sell
782
-3
-0.4% -$105 ﹤0.01% 1201
2022
Q1 		$27K Buy
+785
New +$32K ﹤0.01% 1230

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

Global Retirement Partners's AAON Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Aaon (AAON) in Q2 2026: 13,581 shares worth $1.72M. The stake represents 0.03% of the portfolio and ranks #544 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AAON as recently as Q4 2025.

Global Retirement Partners first reported a position in AAON in Q1 2022 and has held it in 16 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Global Retirement Partners held 13,581 shares of Aaon worth $1.72M as of Q2 2026.
  • Aaon was a new Global Retirement Partners position in Q2 2026.
  • Aaon made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #544 holding.
  • Global Retirement Partners first reported a position in Aaon in Q1 2022 and has held it in 16 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.