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 Q2	$254	Buy	+2	New	+$234	﹤0.01%	4813
2025 Q2	–	Hold	0	–	–	–	2588
2025 Q1	–	Sell	-23	Closed	-$2.37K	–	3397
2024 Q4	$4.83K	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%	3658
2022 Q3	$2K	Hold	74	–	–	﹤0.01%	4307
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	4069
2022 Q1	$2K	Buy	+74	New	+$3.02K	﹤0.01%	4069
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IFP Advisors's AAON Position: Q2 2026 in Review

IFP Advisors opened a new position in Aaon (AAON) in Q2 2026: 2 shares worth $254. The stake represents ﹤0.01% of the portfolio and ranks #4813 among its holdings. This is a return to the name: IFP Advisors previously reported a position in AAON as recently as Q4 2024.

IFP Advisors first reported a position in AAON in Q4 2016 and has held it in 16 quarters since. The position peaked at $26K in Q2 2023. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

IFP Advisors held 2 shares of Aaon worth $254 as of Q2 2026.
Aaon was a new IFP Advisors position in Q2 2026.
Aaon made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4813 holding.
IFP Advisors first reported a position in Aaon in Q4 2016 and has held it in 16 quarters since.
IFP Advisors's Aaon position peaked at $26K in Q2 2023.
474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.