IFP Advisors’s Aaon AAON Stock Holding History

IFP 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 Q3	$166	Hold	2	–	–	﹤0.01%	4907
2026 Q2	$254	Buy	+2	New	+$234	﹤0.01%	4813
2025 Q2	–	Hold	0	–	–	–	2588
2025 Q1	–	Sell	-23	Closed	-$2.37K	–	3397
2024 Q4	$4.82K	Buy	+23	New	+$2.82K	﹤0.01%	2806
2023 Q3	–	Sell	-411	Closed	-$26K	–	3292
2023 Q2	$26K	Buy	+411	New	+$26K	﹤0.01%	1886
2023 Q1	–	Sell	-152	Closed	-$6K	–	3353
2022 Q4	$6K	Buy	152 +78	+105%	+$3.64K	﹤0.01%	3657
2022 Q3	$2K	Hold	74	–	–	﹤0.01%	4306
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	4069
2022 Q1	$2K	Buy	+74	New	+$3.02K	﹤0.01%	4068
2020 Q1	–	Sell	-81	Closed	-$2.82K	–	2748
2019 Q4	$3K	Buy	+81	New	+$2.62K	﹤0.01%	2335
2018 Q4	–	Sell	-99	Closed	-$2K	–	3491
2018 Q3	$2K	Hold	99	–	–	﹤0.01%	3508
2018 Q2	$2K	Hold	99	–	–	﹤0.01%	3555
2018 Q1	$2K	Hold	99	–	–	﹤0.01%	3471
2017 Q4	$2K	Hold	99	–	–	﹤0.01%	3522
2017 Q3	$2K	Hold	99	–	–	﹤0.01%	3711
2017 Q2	$2K	Hold	99	–	–	﹤0.01%	3693
2017 Q1	$2K	Hold	99	–	–	﹤0.01%	3614
2016 Q4	$2K	Buy	+99	New	+$2.06K	﹤0.01%	3607

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

IFP Advisors's AAON Position: Q3 2026 in Review

IFP Advisors held its Aaon (AAON) position steady in Q3 2026 at 2 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #4907.

IFP Advisors first reported a position in AAON in Q4 2016 and has held it in 17 quarters since. The position peaked at $26K in Q2 2023. 109 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

IFP Advisors held 2 shares of Aaon worth $166 as of Q3 2026.
IFP Advisors left its Aaon share count unchanged in Q3 2026.
Aaon made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4907 holding.
IFP Advisors first reported a position in Aaon in Q4 2016 and has held it in 17 quarters since.
IFP Advisors's Aaon position peaked at $26K in Q2 2023.
109 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.