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Key Financial Inc’s Aaon AAON Stock Holding History

Key Financial Inc’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 		$12.3K Hold
97
– – ﹤0.01% 823
2026
Q1 		$8.03K Hold
97
– – ﹤0.01% 928
2025
Q4 		$7.4K Hold
97
– – ﹤0.01% 959
2025
Q3 		$9.3K Hold
97
– – ﹤0.01% 899
2025
Q2 		$7.15K Hold
97
– – ﹤0.01% 943
2025
Q1 		$7.58K Hold
97
– – ﹤0.01% 887
2024
Q4 		$11.4K Hold
97
– – ﹤0.01% 788
2024
Q3 		$10.5K Hold
97
– – ﹤0.01% 784
2024
Q2 		$8.46K Hold
97
– – ﹤0.01% 823
2024
Q1 		$8.55K Hold
97
– – ﹤0.01% 800
2023
Q4 		$7.17K Hold
97
– – ﹤0.01% 826
2023
Q3 		$5.52K Sell
97
-1
-1% -$64 ﹤0.01% 876
2023
Q2 		$6.16K Buy
+98
New +$6.2K ﹤0.01% 853

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

Key Financial Inc's AAON Position: Q2 2026 in Review

Key Financial Inc held its Aaon (AAON) position steady in Q2 2026 at 97 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Key Financial Inc first reported a position in AAON in Q2 2023 and has held it in 13 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Key Financial Inc held 97 shares of Aaon worth $12.3K as of Q2 2026.
  • Key Financial Inc left its Aaon share count unchanged in Q2 2026.
  • Aaon made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #823 holding.
  • Key Financial Inc first reported a position in Aaon in Q2 2023 and has held it in 13 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.