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JFS Wealth Advisors’s Aaon AAON Stock Holding History

JFS Wealth 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 		$7.74K Buy
61
+4
+7% +$468 ﹤0.01% 1118
2026
Q1 		$4.72K Buy
57
+4
+8% +$363 ﹤0.01% 1216
2025
Q4 		$4.04K Buy
53
+10
+23% +$924 ﹤0.01% 1321
2025
Q3 		$4.02K Hold
43
– – ﹤0.01% 1204
2025
Q2 		$3.17K Hold
43
– – ﹤0.01% 1255
2025
Q1 		$3.36K Sell
43
-1
-2% -$103 ﹤0.01% 1281
2024
Q4 		$5.18K Hold
44
– – ﹤0.01% 1118
2024
Q3 		$4.75K Buy
44
+2
+5% +$183 ﹤0.01% 1138
2024
Q2 		$3.67K Hold
42
– – ﹤0.01% 1186
2024
Q1 		$3.7K Hold
42
– – ﹤0.01% 1213
2023
Q4 		$3.1K Sell
42
-2
-5% -$123 ﹤0.01% 1244
2023
Q3 		$2.5K Sell
44
-1
-2% -$64 ﹤0.01% 1276
2023
Q2 		$2.85K Sell
45
-6
-12% -$380 ﹤0.01% 1249
2023
Q1 		$3.29K Hold
51
– – ﹤0.01% 1161
2022
Q4 		$2.56K Buy
51
+4
+9% +$187 ﹤0.01% 1272
2022
Q3 		$2K Buy
47
+12
+34% +$463 ﹤0.01% 1268
2022
Q2 		$1K Buy
35
+9
+35% +$315 ﹤0.01% 1444
2022
Q1 		$1K Buy
26
+12
+86% +$489 ﹤0.01% 1554
2021
Q4 		$1K Buy
+14
New +$700 ﹤0.01% 1222

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

JFS Wealth Advisors's AAON Position: Q2 2026 in Review

JFS Wealth Advisors increased its Aaon (AAON) stake by 7% in Q2 2026, buying an estimated $468 and bringing the position to 61 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

JFS Wealth Advisors first reported a position in AAON in Q4 2021 and has held it in 19 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • JFS Wealth Advisors held 61 shares of Aaon worth $7.74K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Aaon shares in Q2 2026, an estimated $468.
  • Aaon made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1118 holding.
  • JFS Wealth Advisors first reported a position in Aaon in Q4 2021 and has held it in 19 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.