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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
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

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 Wealth Asset Management's AAON Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Aaon (AAON) stake by 4.4% in Q2 2026, selling an estimated $18.3K and leaving 3,400 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #281.

Legacy Wealth Asset Management first reported a position in AAON in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Legacy Wealth Asset Management held 3,400 shares of Aaon worth $431K as of Q2 2026.
  • Legacy Wealth Asset Management sold 156 Aaon shares in Q2 2026, an estimated $18.3K.
  • Aaon made up 0.09% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #281 holding.
  • Legacy Wealth Asset Management first reported a position in Aaon in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Aaon position peaked at $1.21M in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.