Bellwether Advisors’s Aaon AAON Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-1,580	Closed	-$117K	–	137
2025 Q2	$117K	Hold	1,580	–	–	0.02%	157
2025 Q1	$123K	Hold	1,580	–	–	0.03%	155
2024 Q4	$186K	Buy	+1,580	New	+$194K	0.03%	142

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

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bellwether Advisors's AAON Position: Q3 2025 in Review

Bellwether Advisors sold out of Aaon (AAON) in Q3 2025, closing a stake of 1,580 shares — an estimated $117K sold.

Bellwether Advisors first reported a position in AAON in Q4 2024 and held it in 3 quarters. The position peaked at $186K in Q4 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

Bellwether Advisors reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,580 Aaon shares in Q3 2025, an estimated $117K.
Bellwether Advisors first reported a position in Aaon in Q4 2024 and held it in 3 quarters.
Bellwether Advisors's Aaon position peaked at $186K in Q4 2024.
402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.