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 Q1	–	Sell	-3,511	Closed	-$268K	–	3117
2025 Q4	$268K	Buy	+3,511	New	+$324K	﹤0.01%	2638

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

Kestra Advisory Services's AAON Position: Q1 2026 in Review

Kestra Advisory Services sold out of Aaon (AAON) in Q1 2026, closing a stake of 3,511 shares — an estimated $268K sold.

Kestra Advisory Services first reported a position in AAON in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

Kestra Advisory Services reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,511 Aaon shares in Q1 2026, an estimated $268K.
Kestra Advisory Services first reported a position in Aaon in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Aaon position peaked at $268K in Q4 2025.
400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.