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Rothschild Investment LLC’s Aaon AAON Stock Holding History

Rothschild Investment LLC’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 		$11.4K Sell
90
-10
-10% -$1.17K ﹤0.01% 1802
2026
Q1 		$8.29K Hold
100
– – ﹤0.01% 1787
2025
Q4 		$7.63K Sell
100
-17
-15% -$1.57K ﹤0.01% 1690
2025
Q3 		$10.9K Sell
117
-73
-38% -$5.98K ﹤0.01% 1408
2025
Q2 		$14K Sell
190
-65
-25% -$5.7K ﹤0.01% 1120
2025
Q1 		$19.9K Buy
255
+170
+200% +$17.5K ﹤0.01% 1003
2024
Q4 		$10K Buy
+85
New +$10.4K ﹤0.01% 1144
2024
Q3 		– Sell
-15
Closed -$1.31K – 2891
2024
Q2 		$1.31K Buy
15
+10
+200% +$815 ﹤0.01% 1537
2024
Q1 		$441 Buy
+5
New +$392 ﹤0.01% 1402

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Rothschild Investment LLC's AAON Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Aaon (AAON) stake by 10% in Q2 2026, selling an estimated $1.17K and leaving 90 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Rothschild Investment LLC first reported a position in AAON in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.9K in Q1 2025. 446 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Rothschild Investment LLC held 90 shares of Aaon worth $11.4K as of Q2 2026.
  • Rothschild Investment LLC sold 10 Aaon shares in Q2 2026, an estimated $1.17K.
  • Aaon made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1802 holding.
  • Rothschild Investment LLC first reported a position in Aaon in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Aaon position peaked at $19.9K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.