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Bell Investment Advisors’s Aaon AAON Stock Holding History

Bell Investment Advisors’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 		$1.24K Hold
15
– – ﹤0.01% 1482
2025
Q4 		$1.14K Hold
15
– – ﹤0.01% 1509
2025
Q3 		$1.4K Sell
15
-4
-21% -$328 ﹤0.01% 1455
2025
Q2 		$1.4K Hold
19
– – ﹤0.01% 1478
2025
Q1 		$1.49K Hold
19
– – ﹤0.01% 1424
2024
Q4 		$2.24K Buy
19
+4
+27% +$490 ﹤0.01% 1294
2024
Q3 		$1.62K Hold
15
– – ﹤0.01% 1431
2024
Q2 		$1.31K Hold
15
– – ﹤0.01% 1522
2024
Q1 		$1.32K Hold
15
– – ﹤0.01% 1511
2023
Q4 		$1.11K Sell
15
-3
-17% -$185 ﹤0.01% 1557
2023
Q3 		$1.02K Sell
18
-20
-53% -$1.27K ﹤0.01% 1564
2023
Q2 		$2.37K Hold
38
– – ﹤0.01% 1216
2023
Q1 		$2.42K Buy
38
+8
+27% +$440 ﹤0.01% 1154
2022
Q4 		$1.51K Hold
30
– – ﹤0.01% 1428
2022
Q3 		$1K Hold
30
– – ﹤0.01% 1287
2022
Q2 		$1K Buy
+30
New +$1.05K ﹤0.01% 1295

Other funds holding AAON

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BlackRock
BlackRock New York $5.7T 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