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Sequoia Financial Advisors’s Aaon AAON Stock Holding History

Sequoia Financial Advisors’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 		$302K Sell
2,384
-100
-4% -$11.7K ﹤0.01% 1667
2026
Q1 		$206K Sell
2,484
-1,422
-36% -$129K ﹤0.01% 1781
2025
Q4 		$298K Buy
3,906
+1,125
+40% +$104K ﹤0.01% 1565
2025
Q3 		$260K Sell
2,781
-169
-6% -$13.8K ﹤0.01% 1472
2025
Q2 		$218K Sell
2,950
-247
-8% -$21.7K ﹤0.01% 1439
2025
Q1 		$250K Buy
3,197
+1,054
+49% +$109K ﹤0.01% 1154
2024
Q4 		$252K Sell
2,143
-17
-0.8% -$2.08K ﹤0.01% 1102
2024
Q3 		$233K Buy
+2,160
New +$197K ﹤0.01% 1100
2024
Q2 		– Sell
-2,731
Closed -$241K – 1222
2024
Q1 		$241K Buy
2,731
+21
+0.8% +$1.65K ﹤0.01% 964
2023
Q4 		$200K Buy
+2,710
New +$167K ﹤0.01% 1111

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

Sequoia Financial Advisors's AAON Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Aaon (AAON) stake by 4% in Q2 2026, selling an estimated $11.7K and leaving 2,384 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Sequoia Financial Advisors first reported a position in AAON in Q4 2023 and has held it in 10 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Sequoia Financial Advisors held 2,384 shares of Aaon worth $302K as of Q2 2026.
  • Sequoia Financial Advisors sold 100 Aaon shares in Q2 2026, an estimated $11.7K.
  • Aaon made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1667 holding.
  • Sequoia Financial Advisors first reported a position in Aaon in Q4 2023 and has held it in 10 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.