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AAON icon

NewEdge Advisors’s Aaon AAON Stock Holding History

NewEdge Advisors’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 		$2.23M Buy
17,604
+1,253
+8% +$147K 0.01% 1155
2026
Q1 		$1.35M Sell
16,351
-204
-1% -$18.5K ﹤0.01% 1322
2025
Q4 		$1.26M Buy
16,555
+609
+4% +$56.2K ﹤0.01% 1340
2025
Q3 		$1.49M Sell
15,946
-11
-0.1% -$901 0.01% 1167
2025
Q2 		$1.18M Sell
15,957
-310
-2% -$27.2K 0.01% 1198
2025
Q1 		$1.27M Buy
16,267
+294
+2% +$30.3K 0.01% 1066
2024
Q4 		$1.88M Buy
15,973
+34
+0.2% +$4.17K 0.01% 853
2024
Q3 		$1.72M Buy
15,939
+5
+0% +$457 0.01% 857
2024
Q2 		$1.39M Buy
15,934
+10
+0.1% +$815 0.01% 913
2024
Q1 		$1.4M Buy
15,924
+850
+6% +$66.6K 0.01% 834
2023
Q4 		$1.07M Sell
15,074
-71
-0.5% -$4.38K 0.01% 903
2023
Q3 		$861K Buy
15,145
+173
+1% +$11K 0.01% 927
2023
Q2 		$946K Buy
14,972
+1,764
+13% +$112K 0.01% 894
2023
Q1 		$851K Buy
13,208
+300
+2% +$16.5K 0.01% 856
2022
Q4 		$633K Sell
12,908
-525
-4% -$24.5K 0.02% 683
2022
Q3 		$482K Sell
13,433
-547
-4% -$21.1K 0.01% 984
2022
Q2 		$510K Buy
+13,980
New +$490K 0.01% 971
2022
Q1 		– Sell
-13,548
Closed -$717K – 1146
2021
Q4 		$717K Sell
13,548
-450
-3% -$22.5K 0.01% 895
2021
Q3 		$610K Hold
13,998
– – 0.02% 691
2021
Q2 		$584K Hold
13,998
– – 0.02% 699
2021
Q1 		$653K Hold
13,998
– – 0.02% 589
2020
Q4 		$622K Buy
13,998
+1,027
+8% +$43.4K 0.02% 551
2020
Q3 		$521K Hold
12,971
– – 0.02% 563
2020
Q2 		$469K Buy
+12,971
New +$436K 0.02% 552

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

NewEdge Advisors's AAON Position: Q2 2026 in Review

NewEdge Advisors increased its Aaon (AAON) stake by 7.7% in Q2 2026, buying an estimated $147K and bringing the position to 17,604 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #1155.

NewEdge Advisors first reported a position in AAON in Q2 2020 and has held it in 24 quarters since. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • NewEdge Advisors held 17,604 shares of Aaon worth $2.23M as of Q2 2026.
  • NewEdge Advisors bought 1,253 Aaon shares in Q2 2026, an estimated $147K.
  • Aaon made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1155 holding.
  • NewEdge Advisors first reported a position in Aaon in Q2 2020 and has held it in 24 quarters since.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.