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Smartleaf Asset Management’s Aaon AAON Stock Holding History

Smartleaf Asset 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 		$19.6K Hold
155
– – ﹤0.01% 2021
2026
Q1 		$12.2K Sell
155
-276
-64% -$25.1K ﹤0.01% 2220
2025
Q4 		$34K Sell
431
-1,201
-74% -$111K ﹤0.01% 1740
2025
Q3 		$149K Sell
1,632
-17
-1% -$1.39K 0.01% 856
2025
Q2 		$121K Buy
1,649
+211
+15% +$18.5K 0.01% 789
2025
Q1 		$112K Sell
1,438
-500
-26% -$51.6K 0.01% 785
2024
Q4 		$232K Sell
1,938
-536
-22% -$65.7K 0.02% 497
2024
Q3 		$265K Buy
2,474
+250
+11% +$22.8K 0.03% 423
2024
Q2 		$193K Buy
2,224
+599
+37% +$48.8K 0.03% 389
2024
Q1 		$141K Buy
1,625
+6
+0.4% +$470 0.03% 441
2023
Q4 		$121K Buy
+1,619
New +$99.9K 0.03% 399

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

Smartleaf Asset Management's AAON Position: Q2 2026 in Review

Smartleaf Asset Management held its Aaon (AAON) position steady in Q2 2026 at 155 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Smartleaf Asset Management first reported a position in AAON in Q4 2023 and has held it in 11 quarters since. The position peaked at $265K in Q3 2024. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Smartleaf Asset Management held 155 shares of Aaon worth $19.6K as of Q2 2026.
  • Smartleaf Asset Management left its Aaon share count unchanged in Q2 2026.
  • Aaon made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2021 holding.
  • Smartleaf Asset Management first reported a position in Aaon in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Aaon position peaked at $265K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.