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PFW Advisors’s Aaon AAON Stock Holding History

PFW Advisors’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 		$244K Buy
+1,924
New +$225K 0.07% 112
2025
Q1 		– Sell
-2,124
Closed -$250K – 122
2024
Q4 		$250K Buy
+2,124
New +$260K 0.08% 106
2019
Q3 		$229K Buy
+3,186
New +$103K 0.07% 112

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

PFW Advisors's AAON Position: Q2 2026 in Review

PFW Advisors opened a new position in Aaon (AAON) in Q2 2026: 1,924 shares worth $244K. The stake represents 0.07% of the portfolio and ranks #112 among its holdings. This is a return to the name: PFW Advisors previously reported a position in AAON as recently as Q4 2024.

PFW Advisors first reported a position in AAON in Q3 2019 and has held it in 3 quarters since. The position peaked at $250K in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • PFW Advisors held 1,924 shares of Aaon worth $244K as of Q2 2026.
  • Aaon was a new PFW Advisors position in Q2 2026.
  • Aaon made up 0.07% of PFW Advisors's portfolio in Q2 2026, its #112 holding.
  • PFW Advisors first reported a position in Aaon in Q3 2019 and has held it in 3 quarters since.
  • PFW Advisors's Aaon position peaked at $250K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.