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Kestra Private Wealth Services’s Aaon AAON Stock Holding History

Kestra Private Wealth 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
Q2 		$814K Sell
6,414
-102
-2% -$11.9K 0.01% 1012
2026
Q1 		$539K Buy
6,516
+236
+4% +$21.4K 0.01% 1161
2025
Q4 		$479K Buy
6,280
+1,557
+33% +$144K 0.01% 1185
2025
Q3 		$441K Buy
+4,723
New +$387K 0.01% 1163

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 $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 Private Wealth Services's AAON Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Aaon (AAON) stake by 1.6% in Q2 2026, selling an estimated $11.9K and leaving 6,414 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #1012.

Kestra Private Wealth Services first reported a position in AAON in Q3 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Kestra Private Wealth Services held 6,414 shares of Aaon worth $814K as of Q2 2026.
  • Kestra Private Wealth Services sold 102 Aaon shares in Q2 2026, an estimated $11.9K.
  • Aaon made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1012 holding.
  • Kestra Private Wealth Services first reported a position in Aaon in Q3 2025 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.