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Root Financial Partners’s Aaon AAON Stock Holding History

Root Financial Partners’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 		– Sell
-279
Closed -$23.1K – 414
2026
Q1 		$23.1K Buy
279
+35
+14% +$3.18K ﹤0.01% 1237
2025
Q4 		$18.6K Buy
244
+8
+3% +$739 ﹤0.01% 1223
2025
Q3 		$22.1K Buy
+236
New +$19.3K ﹤0.01% 1066

Other funds holding AAON

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Root Financial Partners's AAON Position: Q2 2026 in Review

Root Financial Partners sold out of Aaon (AAON) in Q2 2026, closing a stake of 279 shares — an estimated $23.1K sold.

Root Financial Partners first reported a position in AAON in Q3 2025 and held it in 3 quarters. The position peaked at $23.1K in Q1 2026. 113 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Root Financial Partners reported no remaining Aaon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 279 Aaon shares in Q2 2026, an estimated $23.1K.
  • Root Financial Partners first reported a position in Aaon in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Aaon position peaked at $23.1K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.