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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Raymond James Financial's AAON Position: Q1 2026 in Review

Raymond James Financial reduced its Aaon (AAON) stake by 4.1% in Q1 2026, selling an estimated $1.04M and leaving 266,757 shares worth $21.7M. The position accounts for 0.01% of the portfolio, ranked #1403.

Raymond James Financial first reported a position in AAON in Q4 2024 and has held it in 6 quarters since. The position peaked at $73.3M in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Raymond James Financial held 266,757 shares of Aaon worth $21.7M as of Q1 2026.
  • Raymond James Financial sold 11,432 Aaon shares in Q1 2026, an estimated $1.04M.
  • Aaon made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1403 holding.
  • Raymond James Financial first reported a position in Aaon in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Aaon position peaked at $73.3M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.