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 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 $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

Olistico Wealth's AAON Position: Q2 2026 in Review

Olistico Wealth held its Aaon (AAON) position steady in Q2 2026 at 17,903 shares worth $2.27M. The position accounts for 0.97% of the portfolio, ranked #23.

Olistico Wealth first reported a position in AAON in Q4 2022 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Olistico Wealth held 17,903 shares of Aaon worth $2.27M as of Q2 2026.
Olistico Wealth left its Aaon share count unchanged in Q2 2026.
Aaon made up 0.97% of Olistico Wealth's portfolio in Q2 2026, its #23 holding.
Olistico Wealth first reported a position in Aaon in Q4 2022 and has held it in 15 quarters since.
43 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.