KIM
AAON icon

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
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% 437

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
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
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 Investment Management's AAON Position: Q1 2026 in Review

Kestra Investment Management reduced its Aaon (AAON) stake by 19% in Q1 2026, selling an estimated $197K and leaving 9,083 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #250.

Kestra Investment Management first reported a position in AAON in Q2 2025 and has held it in 4 quarters since. The position peaked at $858K in Q4 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Kestra Investment Management held 9,083 shares of Aaon worth $752K as of Q1 2026.
  • Kestra Investment Management sold 2,171 Aaon shares in Q1 2026, an estimated $197K.
  • Aaon made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #250 holding.
  • Kestra Investment Management first reported a position in Aaon in Q2 2025 and has held it in 4 quarters since.
  • Kestra Investment Management's Aaon position peaked at $858K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.