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Westview Investment Advisors’s Aaon AAON Stock Holding History

Westview Investment 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 		$1.91M Buy
15,091
+191
+1% +$22.4K 0.94% 41
2026
Q1 		$1.23M Sell
14,900
-2,900
-16% -$264K 0.64% 49
2025
Q4 		$1.36M Buy
+17,800
New +$1.64M 0.65% 47

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

Westview Investment Advisors's AAON Position: Q2 2026 in Review

Westview Investment Advisors increased its Aaon (AAON) stake by 1.3% in Q2 2026, buying an estimated $22.4K and bringing the position to 15,091 shares worth $1.91M. The position accounts for 0.94% of the portfolio, ranked #41.

Westview Investment Advisors first reported a position in AAON in Q4 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

  • Westview Investment Advisors held 15,091 shares of Aaon worth $1.91M as of Q2 2026.
  • Westview Investment Advisors bought 191 Aaon shares in Q2 2026, an estimated $22.4K.
  • Aaon made up 0.94% of Westview Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Westview Investment Advisors first reported a position in Aaon in Q4 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Westview Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.