Peterson Wealth Services
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Peterson Wealth Services’s Aaon AAON Stock Holding History

Peterson Wealth Services’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
Q3 		$756K Buy
9,131
+1,266
+16% +$114K 0.16% 89
2026
Q2 		$998K Buy
7,865
+679
+9% +$79.5K 0.22% 79
2026
Q1 		$595K Buy
7,186
+494
+7% +$44.9K 0.15% 88
2025
Q4 		$510K Buy
6,692
+5,046
+307% +$466K 0.13% 94
2025
Q3 		$679K Sell
1,646
-5,131
-76% -$420K 0.17% 83
2025
Q2 		$500K Hold
6,777
– – 0.14% 96
2025
Q1 		$529K Sell
6,777
-4,332
-39% -$447K 0.16% 90
2024
Q4 		$1.31M Buy
11,109
+377
+4% +$46.2K 0.39% 57
2024
Q3 		$1.16M Buy
10,732
+1,062
+11% +$97K 0.37% 59
2024
Q2 		$844K Buy
9,670
+1,228
+15% +$100K 0.29% 67
2024
Q1 		$744K Buy
8,442
+5,164
+158% +$405K 0.27% 69
2023
Q4 		$242K Buy
+3,278
New +$202K 0.1% 88

Other funds holding AAON

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Peterson Wealth Services's AAON Position: Q3 2026 in Review

Peterson Wealth Services increased its Aaon (AAON) stake by 16% in Q3 2026, buying an estimated $114K and bringing the position to 9,131 shares worth $756K. The position accounts for 0.16% of the portfolio, ranked #89.

Peterson Wealth Services first reported a position in AAON in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2024. 109 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Peterson Wealth Services held 9,131 shares of Aaon worth $756K as of Q3 2026.
  • Peterson Wealth Services bought 1,266 Aaon shares in Q3 2026, an estimated $114K.
  • Aaon made up 0.16% of Peterson Wealth Services's portfolio in Q3 2026, its #89 holding.
  • Peterson Wealth Services first reported a position in Aaon in Q4 2023 and has held it in 12 quarters since.
  • Peterson Wealth Services's Aaon position peaked at $1.31M in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.