Position in AAON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,482,612
+$730,994 QoQ
Shares Held
11,687
+28.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#198
of 470 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Kestra Investment Management, LLC holds $3,261,815 across 4 Building Products & Equipment names. AAON ranks #1 (45.5% of the industry book) .
All Filings in AAON
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,482,612 | 11,687 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $751,618 | 9,083 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $858,117 | 11,254 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $750,603 | 8,033 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $300,088 | 4,069 | Shares | Sole | 2025-08-18 | |
| No filing history on record for this holder in this stock. | ||||||