Position in AAON
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$997,753
+$403,112 QoQ
Shares Held
7,865
+9.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#227
of 470 holders
Holding Since
Dec 2023
11 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, 2026Peterson Wealth Services holds $4,427,896 across 3 Building Products & Equipment names. AAON ranks #2 (22.5% of the industry book) .
All Filings in AAON
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,753 | 7,865 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $594,641 | 7,186 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $510,265 | 6,692 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $153,802 | 1,646 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $499,803 | 6,777 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $529,487 | 6,777 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,307,307 | 11,109 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,157,338 | 10,732 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $843,610 | 9,670 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $743,740 | 8,442 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $242,145 | 3,278 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||