Axxcess Wealth Management’s Aaon AAON Stock Holding History

Axxcess 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	-3,593	Closed	-$423K	–	846
2024 Q4	$423K	Buy	3,593 +241	+7%	+$29.5K	0.01%	587
2024 Q3	$361K	Buy	+3,352	New	+$306K	0.01%	636
2023 Q3	–	Sell	-3,219	Closed	-$203K	–	800
2023 Q2	$203K	Buy	+3,219	New	+$204K	0.01%	549

Other funds holding AAON

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

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

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

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

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

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

Axxcess Wealth Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 3,593 shares — an estimated $423K sold.

Axxcess Wealth Management first reported a position in AAON in Q2 2023 and held it in 3 quarters. The position peaked at $423K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

Axxcess Wealth Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 3,593 Aaon shares in Q1 2025, an estimated $423K.
Axxcess Wealth Management first reported a position in Aaon in Q2 2023 and held it in 3 quarters.
Axxcess Wealth Management's Aaon position peaked at $423K in Q4 2024.
384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.