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Legacy Capital Wealth Partners’s Aaon AAON Stock Holding History

Legacy Capital Wealth Partners’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 		$213K Buy
+1,676
New +$196K 0.04% 360

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

Legacy Capital Wealth Partners's AAON Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in Aaon (AAON) in Q2 2026: 1,676 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #360 among its holdings.

473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,676 shares of Aaon worth $213K as of Q2 2026.
  • Aaon was a new Legacy Capital Wealth Partners position in Q2 2026.
  • Aaon made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #360 holding.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.