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CBIZ Investment Advisory Services’s Aaon AAON Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-328
Closed -$25K – 417
2025
Q4 		$25K Buy
328
+48
+17% +$4.43K ﹤0.01% 241
2025
Q3 		$26.2K Buy
+280
New +$22.9K ﹤0.01% 209

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

CBIZ Investment Advisory Services's AAON Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Aaon (AAON) in Q1 2026, closing a stake of 328 shares — an estimated $25K sold.

CBIZ Investment Advisory Services first reported a position in AAON in Q3 2025 and held it in 2 quarters. The position peaked at $26.2K in Q3 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 328 Aaon shares in Q1 2026, an estimated $25K.
  • CBIZ Investment Advisory Services first reported a position in Aaon in Q3 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's Aaon position peaked at $26.2K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.