Valued Wealth Advisors’s Aaon AAON Stock Holding History

Valued 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	$3.81K	Hold	30	–	–	﹤0.01%	507
2026 Q1	$2.48K	Hold	30	–	–	﹤0.01%	519
2025 Q4	$2.29K	Hold	30	–	–	﹤0.01%	390
2025 Q3	$2.8K	Hold	30	–	–	﹤0.01%	354
2025 Q2	$2.21K	Hold	30	–	–	﹤0.01%	376
2025 Q1	$2.34K	Hold	30	–	–	﹤0.01%	396
2024 Q4	$3.53K	Hold	30	–	–	﹤0.01%	349
2024 Q3	$3.24K	Hold	30	–	–	﹤0.01%	326
2024 Q2	$2.62K	Hold	30	–	–	﹤0.01%	345
2024 Q1	$2.64K	Buy	+30	New	+$2.35K	﹤0.01%	328

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Valued Wealth Advisors's AAON Position: Q2 2026 in Review

Valued Wealth Advisors held its Aaon (AAON) position steady in Q2 2026 at 30 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Valued Wealth Advisors first reported a position in AAON in Q1 2024 and has held it in 10 quarters since. 81 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Valued Wealth Advisors held 30 shares of Aaon worth $3.81K as of Q2 2026.
Valued Wealth Advisors left its Aaon share count unchanged in Q2 2026.
Aaon made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #507 holding.
Valued Wealth Advisors first reported a position in Aaon in Q1 2024 and has held it in 10 quarters since.
81 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.