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Avior Wealth Management’s Aaon AAON Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-2,416
Closed -$284K – 739
2024
Q4 		$284K Buy
2,416
+2,369
+5,040% +$290K 0.01% 600
2024
Q3 		$5.07K Sell
47
-3
-6% -$274 ﹤0.01% 1777
2024
Q2 		$4.36K Sell
50
-265
-84% -$21.6K ﹤0.01% 1761
2024
Q1 		$27.8K Buy
315
+222
+239% +$17.4K ﹤0.01% 1468
2023
Q4 		$6.87K Sell
93
-14
-13% -$864 ﹤0.01% 1063
2023
Q3 		$6.08K Sell
107
-1
-0.9% -$64 ﹤0.01% 1133
2023
Q2 		$6.83K Hold
108
– – ﹤0.01% 1091
2023
Q1 		$6.96K Buy
+108
New +$5.94K ﹤0.01% 1118

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

Avior Wealth Management's AAON Position: Q1 2025 in Review

Avior Wealth Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 2,416 shares — an estimated $284K sold.

Avior Wealth Management first reported a position in AAON in Q1 2023 and held it in 8 quarters. The position peaked at $284K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Avior Wealth Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,416 Aaon shares in Q1 2025, an estimated $284K.
  • Avior Wealth Management first reported a position in Aaon in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Aaon position peaked at $284K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.