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Twin Peaks Wealth Advisors’s Aaon AAON Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-24
Closed -$1.99K – 232
2026
Q1 		$1.99K Buy
+24
New +$2.18K ﹤0.01% 1715
2025
Q3 		– Sell
-20
Closed -$1.66K – 169
2025
Q2 		$1.66K Buy
+20
New +$1.75K ﹤0.01% 1674

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

Twin Peaks Wealth Advisors's AAON Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Aaon (AAON) in Q2 2026, closing a stake of 24 shares — an estimated $1.99K sold.

Twin Peaks Wealth Advisors first reported a position in AAON in Q2 2025 and held it in 2 quarters. The position peaked at $1.99K in Q1 2026. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Aaon position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 24 Aaon shares in Q2 2026, an estimated $1.99K.
  • Twin Peaks Wealth Advisors first reported a position in Aaon in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Aaon position peaked at $1.99K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.