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Caldwell Investment Management’s Aaon AAON Stock Holding History

Caldwell Investment 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
Q1 		– Sell
-9,200
Closed -$1.1M – 32
2024
Q4 		$1.1M Buy
+9,200
New +$1.13M 0.74% 31

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

Caldwell Investment Management's AAON Position: Q1 2025 in Review

Caldwell Investment Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 9,200 shares — an estimated $1.1M sold.

Caldwell Investment Management first reported a position in AAON in Q4 2024 and held it in 1 quarter. The position peaked at $1.1M in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Caldwell Investment Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 9,200 Aaon shares in Q1 2025, an estimated $1.1M.
  • Caldwell Investment Management first reported a position in Aaon in Q4 2024 and held it in 1 quarter.
  • Caldwell Investment Management's Aaon position peaked at $1.1M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Caldwell Investment Management's 13F filing for Q1 2025, filed 13 May 2025.