Raymond James Financial
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Raymond James Financial’s Aaon AAON Stock Holding History

Raymond James Financial’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 		$30.9M Sell
243,826
-22,931
-9% -$2.69M 0.01% 1257
2026
Q1 		$21.7M Sell
266,757
-11,432
-4% -$1.04M 0.01% 1403
2025
Q4 		$21.4M Buy
278,189
+26,834
+11% +$2.48M 0.01% 1392
2025
Q3 		$23.5M Sell
251,355
-54,485
-18% -$4.46M 0.01% 1302
2025
Q2 		$22.6M Sell
305,840
-185,465
-38% -$16.3M 0.01% 1271
2025
Q1 		$38.4M Sell
491,305
-131,682
-21% -$13.6M 0.01% 865
2024
Q4 		$73.3M Buy
+622,987
New +$76.4M 0.03% 538

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 $3.38T AUM 44.17% 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

Raymond James Financial's AAON Position: Q2 2026 in Review

Raymond James Financial reduced its Aaon (AAON) stake by 8.6% in Q2 2026, selling an estimated $2.69M and leaving 243,826 shares worth $30.9M. The position accounts for 0.01% of the portfolio, ranked #1257.

Raymond James Financial first reported a position in AAON in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.3M in Q4 2024. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Raymond James Financial held 243,826 shares of Aaon worth $30.9M as of Q2 2026.
  • Raymond James Financial sold 22,931 Aaon shares in Q2 2026, an estimated $2.69M.
  • Aaon made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1257 holding.
  • Raymond James Financial first reported a position in Aaon in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Aaon position peaked at $73.3M in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.