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Private Wealth Asset Management’s Aaon AAON Stock Holding History

Private Wealth Asset Management’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 		$1.27K Hold
10
– – ﹤0.01% 873
2026
Q1 		$828 Sell
10
-2
-17% -$182 ﹤0.01% 884
2025
Q4 		$915 Hold
12
– – ﹤0.01% 872
2025
Q3 		$1.12K Buy
12
+10
+500% +$819 ﹤0.01% 844
2025
Q2 		$148 Hold
2
– – ﹤0.01% 1031
2025
Q1 		$156 Buy
+2
New +$206 ﹤0.01% 1118

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

Private Wealth Asset Management's AAON Position: Q2 2026 in Review

Private Wealth Asset Management held its Aaon (AAON) position steady in Q2 2026 at 10 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Private Wealth Asset Management first reported a position in AAON in Q1 2025 and has held it in 6 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Private Wealth Asset Management held 10 shares of Aaon worth $1.27K as of Q2 2026.
  • Private Wealth Asset Management left its Aaon share count unchanged in Q2 2026.
  • Aaon made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #873 holding.
  • Private Wealth Asset Management first reported a position in Aaon in Q1 2025 and has held it in 6 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.