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Bleakley Financial Group’s Aaon AAON Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-6,549
Closed -$771K – 507
2024
Q4 		$771K Buy
+6,549
New +$803K 0.02% 485

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bleakley Financial Group's AAON Position: Q1 2025 in Review

Bleakley Financial Group sold out of Aaon (AAON) in Q1 2025, closing a stake of 6,549 shares — an estimated $771K sold.

Bleakley Financial Group first reported a position in AAON in Q4 2024 and held it in 1 quarter. The position peaked at $771K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Bleakley Financial Group reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 6,549 Aaon shares in Q1 2025, an estimated $771K.
  • Bleakley Financial Group first reported a position in Aaon in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Aaon position peaked at $771K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.