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Cassady Schiller Wealth Management’s Aaon AAON Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.18K Buy
+10
New +$1.23K ﹤0.01% 744

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassady Schiller Wealth Management's AAON Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Aaon (AAON) in Q4 2024: 10 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings.

422 funds tracked by Wall St. Rank hold AAON as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of Aaon worth $1.18K as of Q4 2024.
  • Aaon was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Aaon made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #744 holding.
  • 422 funds tracked by Wall St. Rank held Aaon as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.