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Savvy Advisors Inc’s Aaon AAON Stock Holding History

Savvy Advisors Inc’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 		$621K Buy
4,896
+73
+2% +$8.55K 0.01% 697
2026
Q1 		$399K Buy
4,823
+133
+3% +$12.1K 0.01% 748
2025
Q4 		$358K Hold
4,690
– – 0.01% 699
2025
Q3 		$438K Buy
+4,690
New +$384K 0.02% 469

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Savvy Advisors Inc's AAON Position: Q2 2026 in Review

Savvy Advisors Inc increased its Aaon (AAON) stake by 1.5% in Q2 2026, buying an estimated $8.55K and bringing the position to 4,896 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #697.

Savvy Advisors Inc first reported a position in AAON in Q3 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Savvy Advisors Inc held 4,896 shares of Aaon worth $621K as of Q2 2026.
  • Savvy Advisors Inc bought 73 Aaon shares in Q2 2026, an estimated $8.55K.
  • Aaon made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #697 holding.
  • Savvy Advisors Inc first reported a position in Aaon in Q3 2025 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.