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ALPS Advisors’s Aaon AAON Stock Holding History

ALPS 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
Q1 		– Sell
-3,734
Closed -$439K – 991
2024
Q4 		$439K Hold
3,734
– – ﹤0.01% 647
2024
Q3 		$403K Sell
3,734
-68,186
-95% -$6.23M ﹤0.01% 646
2024
Q2 		$6.27M Buy
71,920
+9,216
+15% +$751K 0.04% 209
2024
Q1 		$5.52M Buy
62,704
+8,261
+15% +$648K 0.04% 224
2023
Q4 		$4.02M Buy
54,443
+6,695
+14% +$413K 0.03% 245
2023
Q3 		$2.72M Buy
47,748
+42,483
+807% +$2.7M 0.02% 281
2023
Q2 		$333K Buy
5,265
+45
+0.9% +$2.85K ﹤0.01% 779
2023
Q1 		$336K Buy
+5,220
New +$287K ﹤0.01% 730
2021
Q1 		– Sell
-6,848
Closed -$304K – 857
2020
Q4 		$304K Sell
6,848
-208
-3% -$8.79K ﹤0.01% 702
2020
Q3 		$283K Buy
+7,056
New +$270K ﹤0.01% 543
2018
Q3 		– Sell
-17,817
Closed -$395K – 945
2018
Q2 		$395K Sell
17,817
-840
-5% -$18.5K ﹤0.01% 775
2018
Q1 		$485K Sell
18,657
-3,431
-16% -$83.3K ﹤0.01% 538
2017
Q4 		$540K Hold
22,088
– – ﹤0.01% 477
2017
Q3 		$508K Buy
22,088
+1,769
+9% +$40.2K ﹤0.01% 479
2017
Q2 		$499K Buy
20,319
+52
+0.3% +$1.26K ﹤0.01% 503
2017
Q1 		$478K Sell
20,267
-3,030
-13% -$69.5K ﹤0.01% 528
2016
Q4 		$513K Buy
23,297
+218
+0.9% +$4.55K ﹤0.01% 378
2016
Q3 		$443K Buy
+23,079
New +$424K ﹤0.01% 355
2016
Q1 		– Sell
-36,914
Closed -$571K – 618
2015
Q4 		$571K Hold
36,914
– – 0.01% 295
2015
Q3 		$4.77K Buy
36,914
+1,328
+4% +$19K 0.01% 496
2015
Q2 		$534K Buy
35,586
+552
+2% +$8.75K ﹤0.01% 430
2015
Q1 		$573K Buy
+35,034
New +$529K ﹤0.01% 236
2014
Q1 		– Sell
-43,142
Closed -$569K – 584
2013
Q4 		$569K Buy
43,142
+20,948
+94% +$266K 0.01% 245
2013
Q3 		$262K Buy
+22,194
New +$240K ﹤0.01% 260

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ALPS Advisors's AAON Position: Q1 2025 in Review

ALPS Advisors sold out of Aaon (AAON) in Q1 2025, closing a stake of 3,734 shares — an estimated $439K sold.

ALPS Advisors first reported a position in AAON in Q3 2013 and held it in 24 quarters. The position peaked at $6.27M in Q2 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • ALPS Advisors reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 3,734 Aaon shares in Q1 2025, an estimated $439K.
  • ALPS Advisors first reported a position in Aaon in Q3 2013 and held it in 24 quarters.
  • ALPS Advisors's Aaon position peaked at $6.27M in Q2 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.