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Baker Tilly Wealth Management’s Aaon AAON Stock Holding History

Baker Tilly 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
-1,836
Closed -$216K – 238
2024
Q4 		$216K Sell
1,836
-579
-24% -$71K 0.08% 225
2024
Q3 		$260K Sell
2,415
-1,174
-33% -$107K 0.12% 200
2024
Q2 		$313K Sell
3,589
-10,122
-74% -$825K 0.13% 191
2024
Q1 		$1.21M Buy
13,711
+267
+2% +$20.9K 0.22% 106
2023
Q4 		$993K Buy
13,444
+1,624
+14% +$100K 0.16% 139
2023
Q3 		$672K Sell
11,820
-2,772
-19% -$176K 0.11% 188
2023
Q2 		$922K Sell
14,592
-1,014
-6% -$64.1K 0.1% 215
2023
Q1 		$1.01M Sell
15,606
-1,431
-8% -$78.7K 0.11% 197
2022
Q4 		$855K Sell
17,037
-846
-5% -$39.5K 0.11% 218
2022
Q3 		$642K Sell
17,883
-2,162
-11% -$83.3K 0.09% 243
2022
Q2 		$732K Sell
20,045
-94
-0.5% -$3.29K 0.1% 224
2022
Q1 		$748K Sell
20,139
-78
-0.4% -$3.18K 0.08% 245
2021
Q4 		$1.07M Sell
20,217
-431
-2% -$21.6K 0.12% 182
2021
Q3 		$899K Buy
20,648
+1,970
+11% +$85.5K 0.12% 184
2021
Q2 		$779K Buy
18,678
+1,569
+9% +$69.1K 0.13% 182
2021
Q1 		$799K Buy
17,109
+3,258
+24% +$160K 0.16% 159
2020
Q4 		$615K Buy
+13,851
New +$585K 0.19% 126

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

Baker Tilly Wealth Management's AAON Position: Q1 2025 in Review

Baker Tilly Wealth Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 1,836 shares — an estimated $216K sold.

Baker Tilly Wealth Management first reported a position in AAON in Q4 2020 and held it in 17 quarters. The position peaked at $1.21M in Q1 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Baker Tilly Wealth Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,836 Aaon shares in Q1 2025, an estimated $216K.
  • Baker Tilly Wealth Management first reported a position in Aaon in Q4 2020 and held it in 17 quarters.
  • Baker Tilly Wealth Management's Aaon position peaked at $1.21M in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.