Position in AAON
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,271,174
+$789,701 QoQ
Shares Held
17,903
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#168
of 470 holders
Holding Since
Dec 2022
15 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, 2026Olistico Wealth, LLC holds $2,347,908 across 4 Building Products & Equipment names. AAON ranks #1 (96.7% of the industry book) .
All Filings in AAON
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,271,174 | 17,903 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,481,473 | 17,903 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,365,103 | 17,903 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,672,856 | 17,903 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,320,346 | 17,903 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,394,464 | 17,848 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,100,352 | 17,848 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,924,728 | 17,848 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,557,059 | 17,848 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,572,408 | 17,848 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,318,431 | 17,848 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,015,015 | 17,848 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,128,144 | 11,899 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,150,514 | 11,899 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $896,232 | 11,899 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||