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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
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

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

Savvy Advisors Inc's AAON Position: Q1 2026 in Review

Savvy Advisors Inc increased its Aaon (AAON) stake by 2.8% in Q1 2026, buying an estimated $12.1K and bringing the position to 4,823 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #748.

Savvy Advisors Inc first reported a position in AAON in Q3 2025 and has held it in 3 quarters since. The position peaked at $438K in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Savvy Advisors Inc held 4,823 shares of Aaon worth $399K as of Q1 2026.
  • Savvy Advisors Inc bought 133 Aaon shares in Q1 2026, an estimated $12.1K.
  • Aaon made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #748 holding.
  • Savvy Advisors Inc first reported a position in Aaon in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Aaon position peaked at $438K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.