4D Advisors’s Aaon AAON Stock Holding History

4D Advisors’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-55,000	Closed	-$4.3M	–	35
2025 Q1	$4.3M	Buy	55,000 +35,000	+175%	+$3.61M	3.34%	12
2024 Q4	$2.35M	Buy	+20,000	New	+$2.45M	1.64%	28

Other funds holding AAON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

4D Advisors's AAON Position: Q2 2025 in Review

4D Advisors sold out of Aaon (AAON) in Q2 2025, closing a stake of 55,000 shares — an estimated $4.3M sold.

4D Advisors first reported a position in AAON in Q4 2024 and held it in 2 quarters. The position peaked at $4.3M in Q1 2025. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

4D Advisors reported no remaining Aaon position as of Q2 2025 after selling out during the quarter.
4D Advisors sold 55,000 Aaon shares in Q2 2025, an estimated $4.3M.
4D Advisors first reported a position in Aaon in Q4 2024 and held it in 2 quarters.
4D Advisors's Aaon position peaked at $4.3M in Q1 2025.
392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on 4D Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.