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Beacon Capital Management LLC (Tennessee)’s Aaon AAON Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-51
Closed -$3.77K – 142
2025
Q2 		$3.77K Hold
51
– – ﹤0.01% 811
2025
Q1 		$3.99K Hold
51
– – ﹤0.01% 817
2024
Q4 		$6K Hold
51
– – ﹤0.01% 686
2024
Q3 		$5.5K Hold
51
– – ﹤0.01% 788
2024
Q2 		$4.45K Hold
51
– – ﹤0.01% 725
2024
Q1 		$4.49K Buy
+51
New +$4K ﹤0.01% 724

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AAON Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Aaon (AAON) in Q3 2025, closing a stake of 51 shares — an estimated $3.77K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AAON in Q1 2024 and held it in 6 quarters. The position peaked at $6K in Q4 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 51 Aaon shares in Q3 2025, an estimated $3.77K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Aaon in Q1 2024 and held it in 6 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Aaon position peaked at $6K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.