Position in AAON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,576,869
+$294,906 QoQ
Shares Held
12,430
-19.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#196
of 470 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $1,688,593 across 9 Building Products & Equipment names. AAON ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
This page
|
12,430 | $1,576,869 | |
| 2 | JCI |
Johnson Controls International plc
|
301 | $43,979 | |
| 3 | LPX |
Louisiana-Pacific Corp
|
283 | $22,260 | |
| 4 | TREX |
Trex Co Inc
|
328 | $16,413 | |
| 5 | TT |
Trane Technologies plc
|
28 | $13,752 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
97 | $8,679 | |
| 7 | MAS |
Masco Corp /De/
|
47 | $3,824 | |
| 8 | SPXC |
SPX Technologies, Inc.
|
10 | $2,451 |
All Filings in AAON
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,576,869 | 12,430 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,281,963 | 15,492 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,216,206 | 29,065 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,976,998 | 31,860 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,298,221 | 17,603 | Shares | Sole | 2025-08-11 | |
| 2024-06-30 | $250,553 | 2,872 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,109,531 | 12,594 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $5,505,604 | 74,531 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $3,127,565 | 54,995 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $3,304,130 | 34,850 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $3,279,628 | 33,919 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,488,872 | 33,044 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $1,244,304 | 23,094 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||