Kestra Advisory Services
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Kestra Advisory Services’s Aaon AAON Stock Holding History

Kestra Advisory Services’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 		$801K Buy
9,681
+7,042
+267% +$634K ﹤0.01% 2121
2026
Q2 		$335K Buy
+2,639
New +$309K ﹤0.01% 2660
2026
Q1 		– Sell
-3,511
Closed -$268K – 3117
2025
Q4 		$268K Buy
+3,511
New +$324K ﹤0.01% 2638

Other funds holding AAON

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Kestra Advisory Services's AAON Position: Q3 2026 in Review

Kestra Advisory Services increased its Aaon (AAON) stake by 267% in Q3 2026, buying an estimated $634K and bringing the position to 9,681 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Kestra Advisory Services first reported a position in AAON in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Kestra Advisory Services held 9,681 shares of Aaon worth $801K as of Q3 2026.
  • Kestra Advisory Services bought 7,042 Aaon shares in Q3 2026, an estimated $634K.
  • Aaon made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2121 holding.
  • Kestra Advisory Services first reported a position in Aaon in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.