Cerity Partners’s Aaon AAON Stock Holding History

Cerity Partners’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	-42,529	Closed	-$3.14M	–	2740
2025 Q2	$3.14M	Buy	+42,529	New	+$3.73M	0.01%	1018
2025 Q1	–	Sell	-2,662	Closed	-$304K	–	2475
2024 Q4	$304K	Sell	2,662 -472	-15%	-$57.9K	﹤0.01%	2026
2024 Q3	$338K	Sell	3,134 -100,827	-97%	-$9.21M	﹤0.01%	1981
2024 Q2	$9.07M	Buy	103,961 +99,828	+2,415%	+$8.14M	0.02%	445
2024 Q1	$364K	Buy	+4,133	New	+$324K	﹤0.01%	1762

Other funds holding AAON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cerity Partners's AAON Position: Q3 2025 in Review

Cerity Partners sold out of Aaon (AAON) in Q3 2025, closing a stake of 42,529 shares — an estimated $3.14M sold.

Cerity Partners first reported a position in AAON in Q1 2024 and held it in 5 quarters. The position peaked at $9.07M in Q2 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

Cerity Partners reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 42,529 Aaon shares in Q3 2025, an estimated $3.14M.
Cerity Partners first reported a position in Aaon in Q1 2024 and held it in 5 quarters.
Cerity Partners's Aaon position peaked at $9.07M in Q2 2024.
402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.