Root Financial Partners
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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
Q3 		$19.4K Buy
+234
New +$21.1K ﹤0.01% 1571
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Root Financial Partners's AAON Position: Q3 2026 in Review

Root Financial Partners opened a new position in Aaon (AAON) in Q3 2026: 234 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #1571 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AAON as recently as Q1 2026.

Root Financial Partners first reported a position in AAON in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.1K in Q1 2026. 105 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • Root Financial Partners held 234 shares of Aaon worth $19.4K as of Q3 2026.
  • Aaon was a new Root Financial Partners position in Q3 2026.
  • Aaon made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1571 holding.
  • Root Financial Partners first reported a position in Aaon in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Aaon position peaked at $23.1K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.