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Ascent Wealth Partners’s Aaon AAON Stock Holding History

Ascent Wealth Partners’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
Q3 		– Sell
-27,581
Closed -$2.03M – 182
2025
Q2 		$2.03M Sell
27,581
-2,787
-9% -$244K 0.25% 81
2025
Q1 		$2.37M Buy
30,368
+487
+2% +$50.2K 0.32% 68
2024
Q4 		$3.52M Buy
29,881
+113
+0.4% +$13.9K 0.47% 52
2024
Q3 		$3.21M Buy
29,768
+13,076
+78% +$1.19M 0.45% 54
2024
Q2 		$1.46M Buy
16,692
+178
+1% +$14.5K 0.21% 93
2024
Q1 		$1.41M Buy
16,514
+995
+6% +$78K 0.21% 93
2023
Q4 		$1.15M Buy
15,519
+4
+0% +$247 0.19% 93
2023
Q3 		$882K Buy
+15,515
New +$986K 0.16% 105

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Ascent Wealth Partners's AAON Position: Q3 2025 in Review

Ascent Wealth Partners sold out of Aaon (AAON) in Q3 2025, closing a stake of 27,581 shares — an estimated $2.03M sold.

Ascent Wealth Partners first reported a position in AAON in Q3 2023 and held it in 8 quarters. The position peaked at $3.52M in Q4 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Ascent Wealth Partners reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Ascent Wealth Partners sold 27,581 Aaon shares in Q3 2025, an estimated $2.03M.
  • Ascent Wealth Partners first reported a position in Aaon in Q3 2023 and held it in 8 quarters.
  • Ascent Wealth Partners's Aaon position peaked at $3.52M in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Ascent Wealth Partners's 13F filing for Q3 2025, filed 21 Oct 2025.