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 Q3	–	Sell	-1,829	Closed	-$232K	–	570
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Tradition Wealth Management's AAON Position: Q3 2026 in Review

Tradition Wealth Management sold out of Aaon (AAON) in Q3 2026, closing a stake of 1,829 shares — an estimated $232K sold.

Tradition Wealth Management first reported a position in AAON in Q3 2022 and held it in 8 quarters. The position peaked at $232K in Q2 2026. 296 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

Tradition Wealth Management reported no remaining Aaon position as of Q3 2026 after selling out during the quarter.
Tradition Wealth Management sold 1,829 Aaon shares in Q3 2026, an estimated $232K.
Tradition Wealth Management first reported a position in Aaon in Q3 2022 and held it in 8 quarters.
Tradition Wealth Management's Aaon position peaked at $232K in Q2 2026.
296 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.