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Legacy Wealth Asset Management’s Aaon AAON Stock Holding History

Legacy Wealth Asset 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
Q3 		– Sell
-3,400
Closed -$431K – 358
2026
Q2 		$431K Sell
3,400
-156
-4% -$18.3K 0.09% 281
2026
Q1 		$294K Sell
3,556
-1,562
-31% -$142K 0.07% 315
2025
Q4 		$390K Sell
5,118
-2,640
-34% -$244K 0.1% 291
2025
Q3 		$725K Sell
7,758
-1,446
-16% -$118K 0.18% 185
2025
Q2 		$679K Buy
9,204
+7
+0.1% +$614 0.17% 180
2025
Q1 		$719K Sell
9,197
-1,078
-10% -$111K 0.2% 154
2024
Q4 		$1.21M Sell
10,275
-241
-2% -$29.5K 0.33% 79
2024
Q3 		$1.13M Sell
10,516
-147
-1% -$13.4K 0.3% 91
2024
Q2 		$930K Buy
10,663
+59
+0.6% +$4.81K 0.26% 100
2024
Q1 		$934K Buy
10,604
+776
+8% +$60.8K 0.26% 106
2023
Q4 		$726K Sell
9,828
-66
-0.7% -$4.07K 0.24% 130
2023
Q3 		$563K Sell
9,894
-278
-3% -$17.7K 0.21% 166
2023
Q2 		$643K Buy
10,172
+885
+10% +$56K 0.22% 148
2023
Q1 		$599K Buy
9,287
+549
+6% +$30.2K 0.22% 155
2022
Q4 		$439K Buy
8,738
+167
+2% +$7.79K 0.17% 218
2022
Q3 		$308K Buy
8,571
+2,503
+41% +$96.5K 0.13% 260
2022
Q2 		$222K Buy
6,068
+204
+3% +$7.14K 0.09% 280
2022
Q1 		$218K Buy
5,864
+221
+4% +$9.01K 0.08% 288
2021
Q4 		$299K Buy
5,643
+118
+2% +$5.9K 0.1% 258
2021
Q3 		$241K Buy
5,525
+21
+0.4% +$911 0.11% 266
2021
Q2 		$230K Buy
5,504
+81
+1% +$3.57K 0.1% 277
2021
Q1 		$253K Buy
5,423
+86
+2% +$4.22K 0.12% 261
2020
Q4 		$237K Buy
+5,337
New +$226K 0.12% 259

Other funds holding AAON

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Legacy Wealth Asset Management's AAON Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Aaon (AAON) in Q3 2026, closing a stake of 3,400 shares — an estimated $431K sold.

Legacy Wealth Asset Management first reported a position in AAON in Q4 2020 and held it in 23 quarters. The position peaked at $1.21M in Q4 2024. 12 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Aaon position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,400 Aaon shares in Q3 2026, an estimated $431K.
  • Legacy Wealth Asset Management first reported a position in Aaon in Q4 2020 and held it in 23 quarters.
  • Legacy Wealth Asset Management's Aaon position peaked at $1.21M in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.