Pinnacle Wealth Planning Services’s Aaon AAON Stock Holding History

Pinnacle Wealth Planning 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	$22.3K	Hold	176	–	–	﹤0.01%	1725
2026 Q1	$14.6K	Sell	176 -181	-51%	-$16.4K	﹤0.01%	1846
2025 Q4	$27.2K	Buy	+357	New	+$33K	﹤0.01%	1567
2024 Q4	–	Sell	-3,309	Closed	-$357K	–	392
2024 Q3	$357K	Hold	3,309	–	–	0.05%	253
2024 Q2	$289K	Hold	3,309	–	–	0.04%	299
2024 Q1	$292K	Hold	3,309	–	–	0.04%	302
2023 Q4	$244K	Buy	+3,309	New	+$204K	0.04%	329
2023 Q3	–	Sell	-3,317	Closed	-$210K	–	452
2023 Q2	$210K	Sell	3,317 -21	-0.6%	-$1.33K	0.03%	371
2023 Q1	$215K	Buy	+3,338	New	+$184K	0.04%	365
2021 Q1	–	Sell	-168	Closed	-$7K	–	347
2020 Q4	$7K	Buy	+168	New	+$7.1K	﹤0.01%	1496

Other funds holding AAON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's AAON Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Aaon (AAON) position steady in Q2 2026 at 176 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Pinnacle Wealth Planning Services first reported a position in AAON in Q4 2020 and has held it in 10 quarters since. The position peaked at $357K in Q3 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Pinnacle Wealth Planning Services held 176 shares of Aaon worth $22.3K as of Q2 2026.
Pinnacle Wealth Planning Services left its Aaon share count unchanged in Q2 2026.
Aaon made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1725 holding.
Pinnacle Wealth Planning Services first reported a position in Aaon in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Aaon position peaked at $357K in Q3 2024.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.