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Belpointe Asset Management’s Aaon AAON Stock Holding History

Belpointe Asset 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
Q4 		– Sell
-5,738
Closed -$536K – 1020
2025
Q3 		$536K Sell
5,738
-60
-1% -$4.92K 0.02% 607
2025
Q2 		$428K Buy
5,798
+8
+0.1% +$701 0.02% 628
2025
Q1 		$452K Buy
5,790
+480
+9% +$49.5K 0.02% 592
2024
Q4 		$507K Sell
5,310
-4
-0.1% -$490 0.03% 501
2024
Q3 		$573K Buy
5,314
+4
+0.1% +$365 0.03% 469
2024
Q2 		$463K Buy
5,310
+10
+0.2% +$815 0.03% 480
2024
Q1 		$467K Buy
5,300
+220
+4% +$17.2K 0.04% 451
2023
Q4 		$375K Buy
5,080
+12
+0.2% +$740 0.03% 456
2023
Q3 		$288K Buy
5,068
+530
+12% +$33.7K 0.03% 488
2023
Q2 		$287K Sell
4,538
-126
-3% -$7.97K 0.03% 464
2023
Q1 		$301K Buy
4,664
+23
+0.5% +$1.26K 0.02% 755
2022
Q4 		$233K Buy
4,641
+235
+5% +$11K 0.01% 829
2022
Q3 		$158K Buy
4,406
+38
+0.9% +$1.47K 0.01% 938
2022
Q2 		$159K Hold
4,368
– – 0.01% 913
2022
Q1 		$162K Hold
4,368
– – 0.01% 993
2021
Q4 		$231K Buy
4,368
+300
+7% +$15K 0.01% 837
2021
Q3 		$177K Hold
4,068
– – 0.01% 900
2021
Q2 		$170K Hold
4,068
– – 0.01% 895
2021
Q1 		$190K Sell
4,068
-600
-13% -$29.4K 0.02% 770
2020
Q4 		$182K Buy
4,668
+600
+15% +$25.4K 0.02% 728
2020
Q3 		$163K Hold
4,068
– – 0.02% 613
2020
Q2 		$147K Hold
4,068
– – 0.02% 614
2020
Q1 		$131K Hold
4,068
– – 0.02% 536
2019
Q4 		$134K Hold
4,068
– – 0.02% 670
2019
Q3 		$125K Hold
4,068
– – 0.02% 606
2019
Q2 		$136K Buy
4,068
+300
+8% +$9.52K 0.03% 506
2019
Q1 		$116K Buy
+3,768
New +$99K 0.02% 412

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Belpointe Asset Management's AAON Position: Q4 2025 in Review

Belpointe Asset Management sold out of Aaon (AAON) in Q4 2025, closing a stake of 5,738 shares — an estimated $536K sold.

Belpointe Asset Management first reported a position in AAON in Q1 2019 and held it in 27 quarters. The position peaked at $573K in Q3 2024. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Belpointe Asset Management reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 5,738 Aaon shares in Q4 2025, an estimated $536K.
  • Belpointe Asset Management first reported a position in Aaon in Q1 2019 and held it in 27 quarters.
  • Belpointe Asset Management's Aaon position peaked at $573K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.