Physician Wealth Advisors’s Aaon AAON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.92K Buy
23
+12
+109% +$1.41K ﹤0.01% 1350
2026
Q1
$911 Buy
+11
New +$1K ﹤0.01% 1740

Other funds holding AAON

Physician Wealth Advisors's AAON Position: Q2 2026 in Review

Physician Wealth Advisors increased its Aaon (AAON) stake by 109% in Q2 2026, buying an estimated $1.41K and bringing the position to 23 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Physician Wealth Advisors first reported a position in AAON in Q1 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Physician Wealth Advisors held 23 shares of Aaon worth $2.92K as of Q2 2026.
  • Physician Wealth Advisors bought 12 Aaon shares in Q2 2026, an estimated $1.41K.
  • Aaon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1350 holding.
  • Physician Wealth Advisors first reported a position in Aaon in Q1 2026 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.