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Summit Securities Group’s Aaon AAON Stock Holding History

Summit Securities Group’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 		$87.5K Sell
690
-334
-33% -$39.1K 0.01% 454
2026
Q1 		$84.7K Buy
1,024
+435
+74% +$39.5K 0.01% 306
2025
Q4 		$44.9K Buy
+589
New +$54.4K 0.01% 636
2025
Q2 		– Sell
-97
Closed -$7.58K – 1051
2025
Q1 		$7.58K Buy
+97
New +$10K ﹤0.01% 579

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

Summit Securities Group's AAON Position: Q2 2026 in Review

Summit Securities Group reduced its Aaon (AAON) stake by 33% in Q2 2026, selling an estimated $39.1K and leaving 690 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #454.

Summit Securities Group first reported a position in AAON in Q1 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Summit Securities Group held 690 shares of Aaon worth $87.5K as of Q2 2026.
  • Summit Securities Group sold 334 Aaon shares in Q2 2026, an estimated $39.1K.
  • Aaon made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #454 holding.
  • Summit Securities Group first reported a position in Aaon in Q1 2025 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.