AAS
AAON icon

Avantax Advisory Services’s Aaon AAON Stock Holding History

Avantax Advisory Services’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
Q2 		$1.4M Sell
19,008
-522
-3% -$45.8K 0.01% 976
2025
Q1 		$1.53M Buy
19,530
+4,031
+26% +$416K 0.01% 884
2024
Q4 		$1.82M Sell
15,499
-267
-2% -$32.7K 0.01% 753
2024
Q3 		$1.7M Sell
15,766
-2,701
-15% -$247K 0.01% 777
2024
Q2 		$1.61M Buy
+18,467
New +$1.51M 0.01% 746

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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's AAON Position: Q2 2025 in Review

Avantax Advisory Services reduced its Aaon (AAON) stake by 2.7% in Q2 2025, selling an estimated $45.8K and leaving 19,008 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #976.

Avantax Advisory Services first reported a position in AAON in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.82M in Q4 2024. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

  • Avantax Advisory Services held 19,008 shares of Aaon worth $1.4M as of Q2 2025.
  • Avantax Advisory Services sold 522 Aaon shares in Q2 2025, an estimated $45.8K.
  • Aaon made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #976 holding.
  • Avantax Advisory Services first reported a position in Aaon in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Aaon position peaked at $1.82M in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.