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TD Private Client Wealth’s Aaon AAON Stock Holding History

TD Private Client Wealth’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 		$3.72K Sell
45
-4
-8% -$363 ﹤0.01% 1208
2025
Q4 		$3.74K Hold
49
– – ﹤0.01% 1197
2025
Q3 		$4.58K Buy
49
+38
+345% +$3.11K ﹤0.01% 1142
2025
Q2 		$811 Sell
11
-27
-71% -$2.37K ﹤0.01% 1310
2025
Q1 		$2.97K Buy
38
+27
+245% +$2.78K ﹤0.01% 1144
2024
Q4 		$1.29K Buy
+11
New +$1.35K ﹤0.01% 1231

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
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
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

TD Private Client Wealth's AAON Position: Q1 2026 in Review

TD Private Client Wealth reduced its Aaon (AAON) stake by 8.2% in Q1 2026, selling an estimated $363 and leaving 45 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

TD Private Client Wealth first reported a position in AAON in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.58K in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • TD Private Client Wealth held 45 shares of Aaon worth $3.72K as of Q1 2026.
  • TD Private Client Wealth sold 4 Aaon shares in Q1 2026, an estimated $363.
  • Aaon made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1208 holding.
  • TD Private Client Wealth first reported a position in Aaon in Q4 2024 and has held it in 6 quarters since.
  • TD Private Client Wealth's Aaon position peaked at $4.58K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.