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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
Q3 		– Sell
-1,924
Closed -$244K – 123
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

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PFW Advisors's AAON Position: Q3 2026 in Review

PFW Advisors sold out of Aaon (AAON) in Q3 2026, closing a stake of 1,924 shares — an estimated $244K sold.

PFW Advisors first reported a position in AAON in Q3 2019 and held it in 3 quarters. The position peaked at $250K in Q4 2024. 20 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • PFW Advisors reported no remaining Aaon position as of Q3 2026 after selling out during the quarter.
  • PFW Advisors sold 1,924 Aaon shares in Q3 2026, an estimated $244K.
  • PFW Advisors first reported a position in Aaon in Q3 2019 and held it in 3 quarters.
  • PFW Advisors's Aaon position peaked at $250K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.