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Stephens Inc’s Aaon AAON Stock Holding History

Stephens 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 		$259K Buy
+2,039
New +$239K ﹤0.01% 1133
2025
Q4 		– Sell
-2,383
Closed -$223K – 1301
2025
Q3 		$223K Buy
+2,383
New +$195K ﹤0.01% 1169

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

Stephens Inc's AAON Position: Q2 2026 in Review

Stephens Inc opened a new position in Aaon (AAON) in Q2 2026: 2,039 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings. This is a return to the name: Stephens Inc previously reported a position in AAON as recently as Q3 2025.

Stephens Inc first reported a position in AAON in Q3 2025 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Stephens Inc held 2,039 shares of Aaon worth $259K as of Q2 2026.
  • Aaon was a new Stephens Inc position in Q2 2026.
  • Aaon made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1133 holding.
  • Stephens Inc first reported a position in Aaon in Q3 2025 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.