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LRI Investments’s Aaon AAON Stock Holding History

LRI Investments’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 		$634 Buy
+5
New +$585 ﹤0.01% 1486

Other funds holding AAON

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

LRI Investments's AAON Position: Q2 2026 in Review

LRI Investments opened a new position in Aaon (AAON) in Q2 2026: 5 shares worth $634. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings.

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

  • LRI Investments held 5 shares of Aaon worth $634 as of Q2 2026.
  • Aaon was a new LRI Investments position in Q2 2026.
  • Aaon made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1486 holding.
  • 133 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.