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Capital A Wealth Management’s Aaon AAON Stock Holding History

Capital A Wealth 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
Q2 		$1.55K Buy
+21
New +$1.84K 0.02% 344

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital A Wealth Management's AAON Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Aaon (AAON) in Q2 2025: 21 shares worth $1.55K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings.

392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

  • Capital A Wealth Management held 21 shares of Aaon worth $1.55K as of Q2 2025.
  • Aaon was a new Capital A Wealth Management position in Q2 2025.
  • Aaon made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #344 holding.
  • 392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.