ASN
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Advisory Services Network’s Aaon AAON Stock Holding History

Advisory Services Network’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
2026
Q1 		$524K Buy
6,330
+924
+17% +$84K 0.01% 1252
2025
Q4 		$412K Buy
5,406
+1,251
+30% +$116K 0.01% 1312
2025
Q3 		$388K Buy
4,155
+870
+26% +$71.3K 0.01% 1325
2025
Q2 		$274K Buy
+3,285
New +$288K ﹤0.01% 1469
2024
Q4 		– Sell
-2,828
Closed -$247K – 1565
2024
Q3 		$247K Hold
2,828
– – 0.01% 1287
2024
Q2 		$247K Sell
2,828
-343
-11% -$28K 0.01% 1287
2024
Q1 		$279K Buy
3,171
+8
+0.3% +$627 0.01% 1178
2023
Q4 		$234K Buy
+3,163
New +$195K 0.01% 1200
2023
Q2 		– Sell
-4,344
Closed -$280K – 1438
2023
Q1 		$280K Buy
4,344
+1
+0% +$55 0.01% 1165
2022
Q4 		$218K Buy
+4,343
New +$203K 0.01% 1234
2022
Q3 		– Sell
-12,206
Closed -$445K – 1357
2022
Q2 		$445K Sell
12,206
-79
-0.6% -$2.77K 0.02% 886
2022
Q1 		$456K Buy
+12,285
New +$501K 0.01% 955
2021
Q1 		– Hold
0
– – – 1280
2020
Q4 		– Sell
-33
Closed -$1.39K – 3258
2020
Q3 		$1K Buy
+33
New +$1.26K ﹤0.01% 3252
2017
Q3 		– Sell
-3,044
Closed -$75K – 2325
2017
Q2 		$75K Sell
3,044
-774
-20% -$18.7K 0.01% 925
2017
Q1 		$90K Buy
+3,818
New +$87.6K 0.01% 828

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return