Strategic Wealth Partners’s Aaon AAON Stock Holding History

Strategic Wealth Partners’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	$1.58M	Sell	12,430 -3,062	-20%	-$359K	0.1%	122
2026 Q1	$1.28M	Sell	15,492 -13,573	-47%	-$1.23M	0.09%	129
2025 Q4	$2.22M	Sell	29,065 -2,795	-9%	-$258K	0.15%	105
2025 Q3	$2.98M	Buy	31,860 +14,257	+81%	+$1.17M	0.22%	85
2025 Q2	$1.3M	Buy	+17,603	New	+$1.54M	0.1%	128
2024 Q3	–	Sell	-2,872	Closed	-$251K	–	295
2024 Q2	$251K	Sell	2,872 -9,722	-77%	-$793K	0.03%	262
2024 Q1	$1.11M	Sell	12,594 -61,937	-83%	-$4.85M	0.12%	124
2023 Q4	$5.51M	Buy	74,531 +19,536	+36%	+$1.2M	0.68%	46
2023 Q3	$3.13M	Buy	54,995 +2,720	+5%	+$173K	0.41%	71
2023 Q2	$3.3M	Buy	52,275 +1,396	+3%	+$88.3K	0.43%	69
2023 Q1	$3.28M	Buy	50,879 +1,313	+3%	+$72.2K	0.5%	56
2022 Q4	$2.49M	Buy	49,566 +14,925	+43%	+$696K	0.46%	67
2022 Q3	$1.24M	Buy	+34,641	New	+$1.34M	0.26%	112

Other funds holding AAON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Strategic Wealth Partners's AAON Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Aaon (AAON) stake by 20% in Q2 2026, selling an estimated $359K and leaving 12,430 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #122.

Strategic Wealth Partners first reported a position in AAON in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.51M in Q4 2023. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Strategic Wealth Partners held 12,430 shares of Aaon worth $1.58M as of Q2 2026.
Strategic Wealth Partners sold 3,062 Aaon shares in Q2 2026, an estimated $359K.
Aaon made up 0.1% of Strategic Wealth Partners's portfolio in Q2 2026, its #122 holding.
Strategic Wealth Partners first reported a position in Aaon in Q3 2022 and has held it in 13 quarters since.
Strategic Wealth Partners's Aaon position peaked at $5.51M in Q4 2023.
474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.