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Perigon Wealth Management’s Aaon AAON Stock Holding History

Perigon Wealth Management’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 		$1.04M Sell
8,183
-928
-10% -$109K 0.02% 580
2026
Q1 		$754K Sell
9,111
-670
-7% -$60.9K 0.01% 622
2025
Q4 		$746K Buy
+9,781
New +$903K 0.01% 635

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

Perigon Wealth Management's AAON Position: Q2 2026 in Review

Perigon Wealth Management reduced its Aaon (AAON) stake by 10% in Q2 2026, selling an estimated $109K and leaving 8,183 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #580.

Perigon Wealth Management first reported a position in AAON in Q4 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Perigon Wealth Management held 8,183 shares of Aaon worth $1.04M as of Q2 2026.
  • Perigon Wealth Management sold 928 Aaon shares in Q2 2026, an estimated $109K.
  • Aaon made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Perigon Wealth Management first reported a position in Aaon in Q4 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.