AIM
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Arcadia Investment Management’s Aaon AAON Stock Holding History

Arcadia Investment Management’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 		$2.63M Buy
31,759
+5,135
+19% +$467K 0.45% 48
2025
Q4 		$2.03M Buy
26,624
+2,074
+8% +$192K 0.33% 53
2025
Q3 		$2.29M Sell
24,550
-3,275
-12% -$268K 0.35% 53
2025
Q2 		$2.05M Buy
27,825
+13,087
+89% +$1.15M 0.33% 56
2025
Q1 		$1.15M Buy
14,738
+415
+3% +$42.8K 0.21% 64
2024
Q4 		$1.69M Buy
14,323
+792
+6% +$97.1K 0.27% 54
2024
Q3 		$1.46M Buy
13,531
+6,374
+89% +$582K 0.24% 60
2024
Q2 		$624K Buy
+7,157
New +$584K 0.11% 79

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VCM
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VPM
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WA
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State Street
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First Trust Advisors
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GCM
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William Blair & Company
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CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return