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Aptus Capital Advisors’s Aaon AAON Stock Holding History

Aptus Capital 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
-25,839
Closed -$3.03M – 1437
2024
Q4 		$3.03M Buy
25,839
+4,655
+22% +$571K 0.03% 339
2024
Q3 		$2.28M Buy
+21,184
New +$1.94M 0.03% 303

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

Aptus Capital Advisors's AAON Position: Q1 2025 in Review

Aptus Capital Advisors sold out of Aaon (AAON) in Q1 2025, closing a stake of 25,839 shares — an estimated $3.03M sold.

Aptus Capital Advisors first reported a position in AAON in Q3 2024 and held it in 2 quarters. The position peaked at $3.03M in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Aptus Capital Advisors reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 25,839 Aaon shares in Q1 2025, an estimated $3.03M.
  • Aptus Capital Advisors first reported a position in Aaon in Q3 2024 and held it in 2 quarters.
  • Aptus Capital Advisors's Aaon position peaked at $3.03M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.