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NewEdge Wealth’s Aaon AAON Stock Holding History

NewEdge Wealth’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 		$334K Buy
+2,630
New +$308K ﹤0.01% 1003

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 Wealth's AAON Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Aaon (AAON) in Q2 2026: 2,630 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings.

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

  • NewEdge Wealth held 2,630 shares of Aaon worth $334K as of Q2 2026.
  • Aaon was a new NewEdge Wealth position in Q2 2026.
  • Aaon made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1003 holding.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.