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HFM Investment Advisors’s Aaon AAON Stock Holding History

HFM Investment 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 		$1.14K Buy
9
+4
+80% +$468 ﹤0.01% 684
2026
Q1 		$414 Buy
5
+3
+150% +$273 ﹤0.01% 744
2025
Q4 		$153 Sell
2
-1
-33% -$92 ﹤0.01% 1095
2025
Q3 		$280 Sell
3
-4
-57% -$328 ﹤0.01% 890
2025
Q2 		$516 Buy
+7
New +$614 ﹤0.01% 639

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

HFM Investment Advisors's AAON Position: Q2 2026 in Review

HFM Investment Advisors increased its Aaon (AAON) stake by 80% in Q2 2026, buying an estimated $468 and bringing the position to 9 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

HFM Investment Advisors first reported a position in AAON in Q2 2025 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Aaon worth $1.14K as of Q2 2026.
  • HFM Investment Advisors bought 4 Aaon shares in Q2 2026, an estimated $468.
  • Aaon made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #684 holding.
  • HFM Investment Advisors first reported a position in Aaon in Q2 2025 and has held it in 5 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.