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Synergy Investment Management’s Aaon AAON Stock Holding History

Synergy Investment Management’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 		$7.87K Hold
62
– – ﹤0.01% 668
2026
Q1 		$5.13K Buy
+62
New +$5.63K ﹤0.01% 575
2025
Q2 		– Sell
-62
Closed -$4.84K – 83
2025
Q1 		$4.84K Hold
62
– – ﹤0.01% 455
2024
Q4 		$7.3K Buy
+62
New +$7.6K ﹤0.01% 419

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

Synergy Investment Management's AAON Position: Q2 2026 in Review

Synergy Investment Management held its Aaon (AAON) position steady in Q2 2026 at 62 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Synergy Investment Management first reported a position in AAON in Q4 2024 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Synergy Investment Management held 62 shares of Aaon worth $7.87K as of Q2 2026.
  • Synergy Investment Management left its Aaon share count unchanged in Q2 2026.
  • Aaon made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #668 holding.
  • Synergy Investment Management first reported a position in Aaon in Q4 2024 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.