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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Strategic Wealth Partners's AAON Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Aaon (AAON) stake by 47% in Q1 2026, selling an estimated $1.23M and leaving 15,492 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #129.

Strategic Wealth Partners first reported a position in AAON in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.51M in Q4 2023. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

Strategic Wealth Partners held 15,492 shares of Aaon worth $1.28M as of Q1 2026.
Strategic Wealth Partners sold 13,573 Aaon shares in Q1 2026, an estimated $1.23M.
Aaon made up 0.09% of Strategic Wealth Partners's portfolio in Q1 2026, its #129 holding.
Strategic Wealth Partners first reported a position in Aaon in Q3 2022 and has held it in 12 quarters since.
Strategic Wealth Partners's Aaon position peaked at $5.51M in Q4 2023.
400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.