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Westside Investment Management’s Aaon AAON Stock Holding History

Westside Investment 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 		$35.5K Hold
280
– – ﹤0.01% 715
2026
Q1 		$23.2K Hold
280
– – ﹤0.01% 849
2025
Q4 		$21.4K Sell
280
-50
-15% -$4.62K ﹤0.01% 847
2025
Q3 		$30.8K Hold
330
– – ﹤0.01% 711
2025
Q2 		$24.3K Hold
330
– – ﹤0.01% 626
2025
Q1 		$25.8K Hold
330
– – 0.01% 516
2024
Q4 		$38.8K Hold
330
– – 0.01% 441
2024
Q3 		$35.6K Buy
+330
New +$30.1K 0.01% 451

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

Westside Investment Management's AAON Position: Q2 2026 in Review

Westside Investment Management held its Aaon (AAON) position steady in Q2 2026 at 280 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Westside Investment Management first reported a position in AAON in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.8K in Q4 2024. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Westside Investment Management held 280 shares of Aaon worth $35.5K as of Q2 2026.
  • Westside Investment Management left its Aaon share count unchanged in Q2 2026.
  • Aaon made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #715 holding.
  • Westside Investment Management first reported a position in Aaon in Q3 2024 and has held it in 8 quarters since.
  • Westside Investment Management's Aaon position peaked at $38.8K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.