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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Personal CFO Solutions's AAON Position: Q1 2026 in Review

Personal CFO Solutions reduced its Aaon (AAON) stake by 8.9% in Q1 2026, selling an estimated $29.1K and leaving 3,257 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #414.

Personal CFO Solutions first reported a position in AAON in Q3 2025 and has held it in 3 quarters since. The position peaked at $308K in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Personal CFO Solutions held 3,257 shares of Aaon worth $269K as of Q1 2026.
  • Personal CFO Solutions sold 320 Aaon shares in Q1 2026, an estimated $29.1K.
  • Aaon made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #414 holding.
  • Personal CFO Solutions first reported a position in Aaon in Q3 2025 and has held it in 3 quarters since.
  • Personal CFO Solutions's Aaon position peaked at $308K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.