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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

AAON holding history

Aaon, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAON overviewAll 13F holders of AAONFull Q2 2026 holdings

Shares (Q2 2026)
17
Value
$2.16K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of AAON by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$2.16K<0.1%+2+13.3%AddedHolders
Q1 202615$1.24K<0.1%−300−95.2%ReducedHolders
Q4 2025315$24.0K<0.1%+260+472.7%AddedHolders
Q3 202555$5.14K<0.1%−261−82.6%ReducedHolders
Q2 2025316$23.3K<0.1%−1−0.3%ReducedHolders
Q1 2025317$24.8K<0.1%+88+38.4%AddedHolders
Q4 2024229$26.9K<0.1%+10+4.6%AddedHolders
Q3 2024219$23.6K<0.1%−31−12.4%ReducedHolders
Q2 2024250$21.8K<0.1%+250NewHolders