Capstone Investment Advisors
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Capstone Investment Advisors’s Aaon AAON Stock Holding History

Capstone Investment 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
2025
Q3 		– Sell
-69,297
Closed -$5.11M – 1890
2025
Q2 		$5.11M Sell
69,297
-55,703
-45% -$4.88M 0.01% 387
2025
Q1 		$9.77M Buy
+125,000
New +$12.9M 0.03% 305
2017
Q4 		– Sell
-14,210
Closed -$326K – 478
2017
Q3 		$326K Buy
+14,210
New +$323K 0.01% 382

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capstone Investment Advisors's AAON Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Aaon (AAON) in Q3 2025, closing a stake of 69,297 shares — an estimated $5.11M sold.

Capstone Investment Advisors first reported a position in AAON in Q3 2017 and held it in 3 quarters. The position peaked at $9.77M in Q1 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 69,297 Aaon shares in Q3 2025, an estimated $5.11M.
  • Capstone Investment Advisors first reported a position in Aaon in Q3 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's Aaon position peaked at $9.77M in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.