Keebeck Wealth Management’s Aaon AAON Stock Holding History

Keebeck Wealth Management’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 Q1	$394K	Hold	4,760	–	–	0.04%	264
2025 Q4	$363K	Hold	4,760	–	–	0.04%	268
2025 Q3	$445K	Hold	4,760	–	–	0.05%	233
2025 Q2	$351K	Buy	+4,760	New	+$417K	0.05%	259
2025 Q1	–	Sell	-2,357	Closed	-$277K	–	274
2024 Q4	$277K	Hold	2,357	–	–	0.04%	222
2024 Q3	$254K	Hold	2,357	–	–	0.04%	223
2024 Q2	$206K	Hold	2,357	–	–	0.03%	249
2024 Q1	$208K	Buy	+2,357	New	+$185K	0.03%	264

Other funds holding AAON

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Keebeck Wealth Management's AAON Position: Q1 2026 in Review

Keebeck Wealth Management held its Aaon (AAON) position steady in Q1 2026 at 4,760 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #264.

Keebeck Wealth Management first reported a position in AAON in Q1 2024 and has held it in 8 quarters since. The position peaked at $445K in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

Keebeck Wealth Management held 4,760 shares of Aaon worth $394K as of Q1 2026.
Keebeck Wealth Management left its Aaon share count unchanged in Q1 2026.
Aaon made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #264 holding.
Keebeck Wealth Management first reported a position in Aaon in Q1 2024 and has held it in 8 quarters since.
Keebeck Wealth Management's Aaon position peaked at $445K in Q3 2025.
400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.