Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Aaon AAON Stock Holding History

Cambridge Investment Research Advisors’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 		$361K Sell
4,363
-1,525
-26% -$139K ﹤0.01% 3108
2025
Q4 		$449K Buy
5,888
+342
+6% +$31.6K ﹤0.01% 2824
2025
Q3 		$518K Buy
5,546
+688
+14% +$56.4K ﹤0.01% 2647
2025
Q2 		$358K Buy
4,858
+1,719
+55% +$151K ﹤0.01% 2835
2025
Q1 		$245K Buy
+3,139
New +$324K ﹤0.01% 3048
2015
Q3 		– Sell
-24,666
Closed -$370K – 1436
2015
Q2 		$370K Sell
24,666
-9,807
-28% -$155K 0.01% 955
2015
Q1 		$564K Buy
34,473
+2,307
+7% +$34.8K 0.02% 736
2014
Q4 		$480K Buy
+32,166
New +$429K 0.01% 799

Other funds holding AAON

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BlackRock
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VCM
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VPM
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
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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