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HBK Sorce Advisory’s Aaon AAON Stock Holding History

HBK Sorce Advisory’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
Q1 		$342K Sell
2,450
-39
-2% -$3.54K 0.01% 461
2025
Q4 		$240K Sell
2,489
-16
-0.6% -$1.48K 0.01% 539
2025
Q3 		$261K Buy
+2,505
New +$205K 0.01% 504
2025
Q2 		– Sell
-2,615
Closed -$204K – 596
2025
Q1 		$204K Sell
2,615
-301
-10% -$31K 0.01% 541
2024
Q4 		$343K Sell
2,916
-133
-4% -$16.3K 0.01% 419
2024
Q3 		$329K Buy
3,049
+1
+0% +$91 0.01% 432
2024
Q2 		$266K Sell
3,048
-87
-3% -$7.09K 0.01% 471
2024
Q1 		$276K Sell
3,135
-108
-3% -$8.47K 0.01% 474
2023
Q4 		$240K Buy
+3,243
New +$200K 0.01% 470
2023
Q3 		– Sell
-3,260
Closed -$206K – 565
2023
Q2 		$206K Sell
3,260
-22
-0.7% -$1.39K 0.01% 533
2023
Q1 		$212K Sell
3,282
-3,882
-54% -$213K 0.01% 527
2022
Q4 		$360K Sell
7,164
-819
-10% -$38.2K 0.01% 498
2022
Q3 		$287K Buy
7,983
+495
+7% +$19.1K 0.02% 373
2022
Q2 		$273K Buy
+7,488
New +$262K 0.02% 355
2022
Q1 		– Sell
-5,237
Closed -$277K – 554
2021
Q4 		$277K Sell
5,237
-4
-0.1% -$200 0.01% 465
2021
Q3 		$228K Sell
5,241
-71
-1% -$3.08K 0.01% 524
2021
Q2 		$222K Sell
5,312
-487
-8% -$21.5K 0.01% 528
2021
Q1 		$271K Buy
5,799
+93
+2% +$4.56K 0.02% 422
2020
Q4 		$253K Sell
5,706
-2,526
-31% -$107K 0.02% 421
2020
Q3 		$331K Buy
8,232
+1,066
+15% +$40.9K 0.02% 335
2020
Q2 		$259K Sell
7,166
-507
-7% -$17K 0.02% 360
2020
Q1 		$247K Buy
7,673
+1,073
+16% +$37.4K 0.02% 327
2019
Q4 		$217K Buy
+6,600
New +$214K 0.02% 397
2019
Q3 		– Sell
-6,002
Closed -$201K – 409
2019
Q2 		$201K Buy
+6,002
New +$191K 0.02% 388

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

HBK Sorce Advisory's AAON Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Aaon (AAON) stake by 1.6% in Q1 2026, selling an estimated $3.54K and leaving 2,450 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #461.

HBK Sorce Advisory first reported a position in AAON in Q2 2019 and has held it in 24 quarters since. The position peaked at $360K in Q4 2022. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • HBK Sorce Advisory held 2,450 shares of Aaon worth $342K as of Q1 2026.
  • HBK Sorce Advisory sold 39 Aaon shares in Q1 2026, an estimated $3.54K.
  • Aaon made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #461 holding.
  • HBK Sorce Advisory first reported a position in Aaon in Q2 2019 and has held it in 24 quarters since.
  • HBK Sorce Advisory's Aaon position peaked at $360K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.