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Rialto Wealth Management’s Aaon AAON Stock Holding History

Rialto Wealth 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
Q1 		$497 Buy
6
+3
+100% +$273 ﹤0.01% 1389
2025
Q4 		$229 Sell
3
-1
-25% -$92 ﹤0.01% 1495
2025
Q3 		$374 Buy
4
+1
+33% +$82 ﹤0.01% 1347
2025
Q2 		$222 Buy
+3
New +$263 ﹤0.01% 1348

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $4.71B AUM 6.32% 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

Rialto Wealth Management's AAON Position: Q1 2026 in Review

Rialto Wealth Management increased its Aaon (AAON) stake by 100% in Q1 2026, buying an estimated $273 and bringing the position to 6 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Rialto Wealth Management first reported a position in AAON in Q2 2025 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Rialto Wealth Management held 6 shares of Aaon worth $497 as of Q1 2026.
  • Rialto Wealth Management bought 3 Aaon shares in Q1 2026, an estimated $273.
  • Aaon made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1389 holding.
  • Rialto Wealth Management first reported a position in Aaon in Q2 2025 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.