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Steward Partners Investment Advisory’s Aaon AAON Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-49
Closed -$4.06K – 4653
2026
Q1 		$4.06K Hold
49
– – ﹤0.01% 3867
2025
Q4 		$3.74K Hold
49
– – ﹤0.01% 3778
2025
Q3 		$4.58K Buy
49
+22
+81% +$1.8K ﹤0.01% 3684
2025
Q2 		$1.99K Buy
27
+8
+42% +$701 ﹤0.01% 3736
2025
Q1 		$1.48K Buy
19
+6
+46% +$619 ﹤0.01% 3705
2024
Q4 		$1.53K Buy
+13
New +$1.59K ﹤0.01% 3693
2024
Q2 		– Sell
-78
Closed -$6.87K – 3608
2024
Q1 		$6.87K Sell
78
-694
-90% -$54.4K ﹤0.01% 2945
2023
Q4 		$57K Buy
772
+694
+890% +$42.8K ﹤0.01% 1922
2023
Q3 		$4.44K Hold
78
– – ﹤0.01% 2866
2023
Q2 		$4.93K Hold
78
– – ﹤0.01% 2793
2023
Q1 		$5.03K Hold
78
– – ﹤0.01% 2788
2022
Q4 		$3.92K Hold
78
– – ﹤0.01% 2853
2022
Q3 		$3K Hold
78
– – ﹤0.01% 2906
2022
Q2 		$3K Sell
78
-353
-82% -$12.4K ﹤0.01% 2892
2022
Q1 		$16K Buy
431
+353
+453% +$14.4K ﹤0.01% 2457
2021
Q4 		$4K Hold
78
– – ﹤0.01% 2864
2021
Q3 		$3K Hold
78
– – ﹤0.01% 2902
2021
Q2 		$3K Sell
78
-176
-69% -$7.75K ﹤0.01% 6756
2021
Q1 		$11.8K Buy
254
+176
+226% +$8.63K ﹤0.01% 2709
2020
Q4 		$3K Hold
78
– – ﹤0.01% 2607
2020
Q3 		$3K Hold
78
– – ﹤0.01% 2467
2020
Q2 		$3K Hold
78
– – ﹤0.01% 2361
2020
Q1 		$2K Hold
78
– – ﹤0.01% 2257
2019
Q4 		$2K Hold
78
– – ﹤0.01% 2401
2019
Q3 		$2K Hold
78
– – ﹤0.01% 2401
2019
Q2 		$2K Buy
+78
New +$2.48K ﹤0.01% 2406
2018
Q4 		– Sell
-78
Closed -$2K – 775
2018
Q3 		$2K Buy
+78
New +$2K ﹤0.01% 2338

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

Steward Partners Investment Advisory's AAON Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Aaon (AAON) in Q2 2026, closing a stake of 49 shares — an estimated $4.06K sold.

Steward Partners Investment Advisory first reported a position in AAON in Q3 2018 and held it in 27 quarters. The position peaked at $57K in Q4 2023. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Aaon position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 49 Aaon shares in Q2 2026, an estimated $4.06K.
  • Steward Partners Investment Advisory first reported a position in Aaon in Q3 2018 and held it in 27 quarters.
  • Steward Partners Investment Advisory's Aaon position peaked at $57K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.