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ORG Wealth Partners’s Aaon AAON Stock Holding History

ORG Wealth Partners’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 		$43.4K Hold
342
– – 0.01% 361
2026
Q1 		$28.3K Hold
342
– – 0.01% 376
2025
Q4 		$26.1K Hold
342
– – 0.01% 369
2025
Q3 		$32K Hold
342
– – 0.01% 345
2025
Q2 		$25.6K Hold
342
– – 0.01% 386
2025
Q1 		$27.1K Hold
342
– – 0.01% 400
2024
Q4 		$40.2K Hold
342
– – 0.01% 264
2024
Q3 		$36.9K Buy
+342
New +$31.2K 0.01% 269

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

ORG Wealth Partners's AAON Position: Q2 2026 in Review

ORG Wealth Partners held its Aaon (AAON) position steady in Q2 2026 at 342 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #361.

ORG Wealth Partners first reported a position in AAON in Q3 2024 and has held it in 8 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • ORG Wealth Partners held 342 shares of Aaon worth $43.4K as of Q2 2026.
  • ORG Wealth Partners left its Aaon share count unchanged in Q2 2026.
  • Aaon made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #361 holding.
  • ORG Wealth Partners first reported a position in Aaon in Q3 2024 and has held it in 8 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.