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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return