Tradition Wealth Management’s Aaon AAON Stock Holding History

Tradition Wealth 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	$232K	Buy	+1,829	New	+$214K	0.01%	469
2025 Q1	–	Sell	-1,808	Closed	-$213K	–	440
2024 Q4	$213K	Buy	+1,808	New	+$222K	0.02%	388
2024 Q1	–	Sell	-1,803	Closed	-$133K	–	395
2023 Q4	$133K	Buy	1,803 +5	+0.3%	+$308	0.01%	392
2023 Q3	$102K	Buy	1,798 +2	+0.1%	+$127	0.01%	432
2023 Q2	$114K	Buy	1,796 +2	+0.1%	+$127	0.01%	422
2023 Q1	$116K	Hold	1,794	–	–	0.01%	402
2022 Q4	$90K	Hold	1,794	–	–	0.01%	402
2022 Q3	$64K	Buy	+1,794	New	+$69.2K	0.01%	453

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

Tradition Wealth Management's AAON Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in Aaon (AAON) in Q2 2026: 1,829 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in AAON as recently as Q4 2024.

Tradition Wealth Management first reported a position in AAON in Q3 2022 and has held it in 8 quarters since. 474 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Tradition Wealth Management held 1,829 shares of Aaon worth $232K as of Q2 2026.
Aaon was a new Tradition Wealth Management position in Q2 2026.
Aaon made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #469 holding.
Tradition Wealth Management first reported a position in Aaon in Q3 2022 and has held it in 8 quarters since.
474 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.