Kestra Investment Management
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Kestra Investment Management’s Aaon AAON Stock Holding History

Kestra Investment 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
Q2 		$1.48M Buy
11,687
+2,604
+29% +$305K 0.03% 173
2026
Q1 		$752K Sell
9,083
-2,171
-19% -$197K 0.01% 250
2025
Q4 		$858K Buy
11,254
+3,221
+40% +$297K 0.02% 218
2025
Q3 		$751K Buy
8,033
+3,964
+97% +$325K 0.02% 225
2025
Q2 		$300K Buy
+4,069
New +$357K 0.01% 364

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 $3.38T AUM 44.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Kestra Investment Management's AAON Position: Q2 2026 in Review

Kestra Investment Management increased its Aaon (AAON) stake by 29% in Q2 2026, buying an estimated $305K and bringing the position to 11,687 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #173.

Kestra Investment Management first reported a position in AAON in Q2 2025 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Kestra Investment Management held 11,687 shares of Aaon worth $1.48M as of Q2 2026.
  • Kestra Investment Management bought 2,604 Aaon shares in Q2 2026, an estimated $305K.
  • Aaon made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #173 holding.
  • Kestra Investment Management first reported a position in Aaon in Q2 2025 and has held it in 5 quarters since.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.