Position in AAON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,664
+$927 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#439
of 470 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $146,507 across 11 Building Products & Equipment names. AAON ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
430 | $62,827 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
660 | $48,410 | |
| 3 | CSL |
Carlisle Companies Inc
|
44 | $15,961 | |
| 4 | TT |
Trane Technologies plc
|
18 | $8,840 | |
| 5 | AAON |
Aaon, Inc.
This page
|
21 | $2,664 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
23 | $2,058 | |
| 7 | MAS |
Masco Corp /De/
|
23 | $1,871 | |
| 8 | OC |
Owens Corning
|
9 | $1,430 |
All Filings in AAON
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,664 | 21 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,737 | 21 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,601 | 21 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||