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Bar Harbor Wealth Management’s Aaon AAON Stock Holding History

Bar Harbor 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
2026
Q1 		– Sell
-98,087
Closed -$7.48M – 267
2025
Q4 		$7.48M Sell
98,087
-11,323
-10% -$1.05M 0.43% 62
2025
Q3 		$10.2M Buy
+109,410
New +$8.96M 0.61% 47

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bar Harbor Wealth Management's AAON Position: Q1 2026 in Review

Bar Harbor Wealth Management sold out of Aaon (AAON) in Q1 2026, closing a stake of 98,087 shares — an estimated $7.48M sold.

Bar Harbor Wealth Management first reported a position in AAON in Q3 2025 and held it in 2 quarters. The position peaked at $10.2M in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Bar Harbor Wealth Management reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 98,087 Aaon shares in Q1 2026, an estimated $7.48M.
  • Bar Harbor Wealth Management first reported a position in Aaon in Q3 2025 and held it in 2 quarters.
  • Bar Harbor Wealth Management's Aaon position peaked at $10.2M in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.