Bridgewater Associates’s Aaon AAON Stock Holding History

Bridgewater Associates’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	-3,268	Closed	-$385K	–	665
2024 Q4	$385K	Buy	+3,268	New	+$401K	﹤0.01%	601
2024 Q1	–	Sell	-14,840	Closed	-$1.1M	–	678
2023 Q4	$1.1M	Sell	14,840 -4,988	-25%	-$308K	0.01%	624
2023 Q3	$1.13M	Buy	+19,828	New	+$1.26M	0.01%	589

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $5.01B AUM 6.26% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bridgewater Associates's AAON Position: Q1 2025 in Review

Bridgewater Associates sold out of Aaon (AAON) in Q1 2025, closing a stake of 3,268 shares — an estimated $385K sold.

Bridgewater Associates first reported a position in AAON in Q3 2023 and held it in 3 quarters. The position peaked at $1.13M in Q3 2023. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

Bridgewater Associates reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
Bridgewater Associates sold 3,268 Aaon shares in Q1 2025, an estimated $385K.
Bridgewater Associates first reported a position in Aaon in Q3 2023 and held it in 3 quarters.
Bridgewater Associates's Aaon position peaked at $1.13M in Q3 2023.
384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Bridgewater Associates's 13F filing for Q1 2025, filed 14 May 2025.