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MassMutual Private Wealth & Trust’s Aaon AAON Stock Holding History

MassMutual Private Wealth & Trust’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 		$24.4K Buy
192
+16
+9% +$1.87K ﹤0.01% 1049
2026
Q1 		$14.6K Hold
176
– – ﹤0.01% 1225
2025
Q4 		$13.4K Sell
176
-1
-0.6% -$92 ﹤0.01% 1272
2025
Q3 		$16.5K Sell
177
-7
-4% -$573 ﹤0.01% 1200
2025
Q2 		$13.6K Sell
184
-68
-27% -$5.96K ﹤0.01% 1244
2025
Q1 		$19.7K Buy
252
+98
+64% +$10.1K ﹤0.01% 1033
2024
Q4 		$18.1K Buy
154
+8
+5% +$981 ﹤0.01% 1047
2024
Q3 		$15.7K Sell
146
-9
-6% -$822 ﹤0.01% 977
2024
Q2 		$13.5K Sell
155
-5
-3% -$408 ﹤0.01% 976
2024
Q1 		$14.1K Buy
160
+3
+2% +$235 ﹤0.01% 931
2023
Q4 		$11.6K Buy
157
+5
+3% +$308 ﹤0.01% 966
2023
Q3 		$8.64K Sell
152
-1
-0.7% -$64 ﹤0.01% 1059
2023
Q2 		$9.67K Hold
153
– – ﹤0.01% 981
2023
Q1 		$9.86K Buy
153
+67
+78% +$3.68K ﹤0.01% 944
2022
Q4 		$4K Hold
86
– – ﹤0.01% 1029
2022
Q3 		$3K Hold
86
– – ﹤0.01% 1050
2022
Q2 		$3K Buy
+86
New +$3.01K ﹤0.01% 1008
2021
Q2 		– Sell
-155
Closed -$7K – 1204
2021
Q1 		$7K Buy
+155
New +$7.6K ﹤0.01% 650

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

MassMutual Private Wealth & Trust's AAON Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Aaon (AAON) stake by 9.1% in Q2 2026, buying an estimated $1.87K and bringing the position to 192 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

MassMutual Private Wealth & Trust first reported a position in AAON in Q1 2021 and has held it in 18 quarters since. 146 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • MassMutual Private Wealth & Trust held 192 shares of Aaon worth $24.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 16 Aaon shares in Q2 2026, an estimated $1.87K.
  • Aaon made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1049 holding.
  • MassMutual Private Wealth & Trust first reported a position in Aaon in Q1 2021 and has held it in 18 quarters since.
  • 146 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.