Axiom Advisory’s Aaon AAON Stock Holding History

Axiom Advisory’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
2024 Q3	$237K	Buy	2,562 +14	+0.5%	+$1.28K	﹤0.01%	271
2024 Q2	$208K	Buy	+2,548	New	+$208K	﹤0.01%	280

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Axiom Advisory's AAON Position: Q3 2024 in Review

Axiom Advisory increased its Aaon (AAON) stake by 0.55% in Q3 2024, buying an estimated $1.28K and bringing the position to 2,562 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Axiom Advisory first reported a position in AAON in Q2 2024 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold AAON as of Q3 2024.

Axiom Advisory held 2,562 shares of Aaon worth $237K as of Q3 2024.
Axiom Advisory bought 14 Aaon shares in Q3 2024, an estimated $1.28K.
Aaon made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #271 holding.
Axiom Advisory first reported a position in Aaon in Q2 2024 and has held it in 2 quarters since.
381 funds tracked by Wall St. Rank held Aaon as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.