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Personal CFO Solutions’s Aaon AAON Stock Holding History

Personal CFO Solutions’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 		$401K Sell
3,160
-97
-3% -$11.4K 0.06% 313
2026
Q1 		$269K Sell
3,257
-320
-9% -$29.1K 0.04% 414
2025
Q4 		$273K Buy
3,577
+282
+9% +$26K 0.04% 402
2025
Q3 		$308K Buy
+3,295
New +$270K 0.05% 340

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

Personal CFO Solutions's AAON Position: Q2 2026 in Review

Personal CFO Solutions reduced its Aaon (AAON) stake by 3% in Q2 2026, selling an estimated $11.4K and leaving 3,160 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #313.

Personal CFO Solutions first reported a position in AAON in Q3 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Personal CFO Solutions held 3,160 shares of Aaon worth $401K as of Q2 2026.
  • Personal CFO Solutions sold 97 Aaon shares in Q2 2026, an estimated $11.4K.
  • Aaon made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #313 holding.
  • Personal CFO Solutions first reported a position in Aaon in Q3 2025 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.