AWAU
AAON icon

Alliance Wealth Advisors (Utah)’s Aaon AAON Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q4 		– Sell
-3,529
Closed -$330K – 251
2025
Q3 		$330K Sell
3,529
-665
-16% -$54.5K 0.08% 222
2025
Q2 		$309K Sell
4,194
-201
-5% -$17.6K 0.07% 219
2025
Q1 		$343K Sell
4,395
-2,223
-34% -$229K 0.09% 195
2024
Q4 		$779K Sell
6,618
-1,677
-20% -$206K 0.2% 121
2024
Q3 		$895K Buy
8,295
+19
+0.2% +$1.74K 0.24% 103
2024
Q2 		$722K Sell
8,276
-562
-6% -$45.8K 0.21% 109
2024
Q1 		$779K Sell
8,838
-176
-2% -$13.8K 0.23% 104
2023
Q4 		$666K Buy
9,014
+106
+1% +$6.54K 0.22% 102
2023
Q3 		$507K Sell
8,908
-17
-0.2% -$1.08K 0.19% 115
2023
Q2 		$564K Sell
8,925
-56
-0.6% -$3.54K 0.21% 111
2023
Q1 		$579K Buy
8,981
+272
+3% +$15K 0.23% 103
2022
Q4 		$437K Buy
+8,709
New +$406K 0.2% 118

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AAON Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Aaon (AAON) in Q4 2025, closing a stake of 3,529 shares — an estimated $330K sold.

Alliance Wealth Advisors (Utah) first reported a position in AAON in Q4 2022 and held it in 12 quarters. The position peaked at $895K in Q3 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 3,529 Aaon shares in Q4 2025, an estimated $330K.
  • Alliance Wealth Advisors (Utah) first reported a position in Aaon in Q4 2022 and held it in 12 quarters.
  • Alliance Wealth Advisors (Utah)'s Aaon position peaked at $895K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.