Brown Advisory
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Brown Advisory’s Aaon AAON Stock Holding History

Brown Advisory’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 		$55.7M Sell
672,849
-112,292
-14% -$10.2M 0.09% 167
2025
Q4 		$59.9M Sell
785,141
-42,899
-5% -$3.96M 0.08% 179
2025
Q3 		$77.4M Buy
828,040
+112,582
+16% +$9.22M 0.1% 146
2025
Q2 		$52.8M Buy
715,458
+188,383
+36% +$16.5M 0.07% 192
2025
Q1 		$41.2M Buy
+527,075
New +$54.4M 0.06% 211
2019
Q2 		– Sell
-90,773
Closed -$2.79M – 1026
2019
Q1 		$2.79M Sell
90,773
-5,925
-6% -$156K 0.01% 562
2018
Q4 		$2.26M Sell
96,698
-24,382
-20% -$586K 0.01% 570
2018
Q3 		$3.05M Hold
121,080
– – 0.01% 551
2018
Q2 		$2.68M Buy
+121,080
New +$2.66M 0.01% 565

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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