Olistico Wealth’s Aaon AAON Stock Holding History

Olistico 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 Q3	$1.48M	Hold	17,903	–	–	0.62%	38
2026 Q2	$2.27M	Hold	17,903	–	–	0.97%	23
2026 Q1	$1.48M	Hold	17,903	–	–	0.73%	32
2025 Q4	$1.37M	Hold	17,903	–	–	0.67%	34
2025 Q3	$1.67M	Hold	17,903	–	–	0.88%	24
2025 Q2	$1.32M	Buy	17,903 +55	+0.3%	+$4.82K	0.73%	29
2025 Q1	$1.39M	Hold	17,848	–	–	0.86%	25
2024 Q4	$2.1M	Hold	17,848	–	–	1.22%	19
2024 Q3	$1.92M	Hold	17,848	–	–	1.18%	18
2024 Q2	$1.56M	Hold	17,848	–	–	0.99%	24
2024 Q1	$1.57M	Hold	17,848	–	–	1.13%	21
2023 Q4	$1.32M	Hold	17,848	–	–	1.03%	24
2023 Q3	$1.02M	Sell	17,848 -1	-0%	-$64	0.91%	29
2023 Q2	$1.13M	Hold	17,849	–	–	0.96%	23
2023 Q1	$1.15M	Hold	17,849	–	–	1.1%	18
2022 Q4	$896K	Buy	+17,849	New	+$833K	0.97%	29

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return

Olistico Wealth's AAON Position: Q3 2026 in Review

Olistico Wealth held its Aaon (AAON) position steady in Q3 2026 at 17,903 shares worth $1.48M. The position accounts for 0.62% of the portfolio, ranked #38.

Olistico Wealth first reported a position in AAON in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.27M in Q2 2026. 49 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

Olistico Wealth held 17,903 shares of Aaon worth $1.48M as of Q3 2026.
Olistico Wealth left its Aaon share count unchanged in Q3 2026.
Aaon made up 0.62% of Olistico Wealth's portfolio in Q3 2026, its #38 holding.
Olistico Wealth first reported a position in Aaon in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Aaon position peaked at $2.27M in Q2 2026.
49 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.