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Meramec Financial Planners’s Aaon AAON Stock Holding History

Meramec Financial Planners’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 		– Sell
-58
Closed -$5.68K – 551
2026
Q1 		$5.68K Hold
58
– – ﹤0.01% 378
2025
Q4 		$5.59K Buy
+58
New +$5.36K ﹤0.01% 391

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

Meramec Financial Planners's AAON Position: Q2 2026 in Review

Meramec Financial Planners sold out of Aaon (AAON) in Q2 2026, closing a stake of 58 shares — an estimated $5.68K sold.

Meramec Financial Planners first reported a position in AAON in Q4 2025 and held it in 2 quarters. The position peaked at $5.68K in Q1 2026. 472 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Meramec Financial Planners reported no remaining Aaon position as of Q2 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 58 Aaon shares in Q2 2026, an estimated $5.68K.
  • Meramec Financial Planners first reported a position in Aaon in Q4 2025 and held it in 2 quarters.
  • Meramec Financial Planners's Aaon position peaked at $5.68K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.