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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Peterson Wealth Services's AAON Position: Q2 2026 in Review

Peterson Wealth Services increased its Aaon (AAON) stake by 9.4% in Q2 2026, buying an estimated $79.5K and bringing the position to 7,865 shares worth $998K. The position accounts for 0.22% of the portfolio, ranked #79.

Peterson Wealth Services first reported a position in AAON in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2024. 133 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Peterson Wealth Services held 7,865 shares of Aaon worth $998K as of Q2 2026.
  • Peterson Wealth Services bought 679 Aaon shares in Q2 2026, an estimated $79.5K.
  • Aaon made up 0.22% of Peterson Wealth Services's portfolio in Q2 2026, its #79 holding.
  • Peterson Wealth Services first reported a position in Aaon in Q4 2023 and has held it in 11 quarters since.
  • Peterson Wealth Services's Aaon position peaked at $1.31M in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

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