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SeaCrest Wealth Management’s Aaon AAON Stock Holding History

SeaCrest Wealth Management’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 		$388K Buy
+3,055
New +$358K 0.04% 353
2019
Q2 		– Sell
-788
Closed -$24K – 521
2019
Q1 		$24K Hold
788
– – ﹤0.01% 1207
2018
Q4 		$18K Buy
+788
New +$18.9K ﹤0.01% 1267

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 $3.37T 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

SeaCrest Wealth Management's AAON Position: Q2 2026 in Review

SeaCrest Wealth Management opened a new position in Aaon (AAON) in Q2 2026: 3,055 shares worth $388K. The stake represents 0.04% of the portfolio and ranks #353 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in AAON as recently as Q1 2019.

SeaCrest Wealth Management first reported a position in AAON in Q4 2018 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • SeaCrest Wealth Management held 3,055 shares of Aaon worth $388K as of Q2 2026.
  • Aaon was a new SeaCrest Wealth Management position in Q2 2026.
  • Aaon made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #353 holding.
  • SeaCrest Wealth Management first reported a position in Aaon in Q4 2018 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.