Wealth Enhancement Advisory Services’s Aaon AAON Stock Holding History

Wealth Enhancement Advisory Services’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	$456K	Sell	3,994 -239	-6%	-$28K	﹤0.01%	2772
2026 Q1	$344K	Sell	4,233 -1,693	-29%	-$154K	﹤0.01%	2641
2025 Q4	$484K	Buy	5,926 +1,026	+21%	+$94.8K	﹤0.01%	2506
2025 Q3	$505K	Buy	4,900 +2,182	+80%	+$179K	﹤0.01%	2364
2025 Q2	$205K	Sell	2,718 -25,611	-90%	-$2.25M	﹤0.01%	2982
2025 Q1	$2.21M	Buy	28,329 +26,542	+1,485%	+$2.74M	﹤0.01%	1195
2024 Q4	$210K	Buy	+1,787	New	+$219K	﹤0.01%	2658
2024 Q3	–	Sell	-3,222	Closed	-$281K	–	2794
2024 Q2	$281K	Buy	+3,222	New	+$263K	﹤0.01%	2028

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

Wealth Enhancement Advisory Services's AAON Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Aaon (AAON) stake by 5.6% in Q2 2026, selling an estimated $28K and leaving 3,994 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Wealth Enhancement Advisory Services first reported a position in AAON in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q1 2025. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Wealth Enhancement Advisory Services held 3,994 shares of Aaon worth $456K as of Q2 2026.
Wealth Enhancement Advisory Services sold 239 Aaon shares in Q2 2026, an estimated $28K.
Aaon made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2772 holding.
Wealth Enhancement Advisory Services first reported a position in Aaon in Q2 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Aaon position peaked at $2.21M in Q1 2025.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.