Cetera Investment Advisers
AAON icon

Cetera Investment Advisers’s Aaon AAON Stock Holding History

Cetera Investment Advisers’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 		$2.67M Sell
32,231
-4,647
-13% -$422K ﹤0.01% 2014
2025
Q4 		$2.81M Buy
36,878
+1,214
+3% +$112K ﹤0.01% 1916
2025
Q3 		$3.33M Buy
35,664
+24,771
+227% +$2.03M ﹤0.01% 1735
2025
Q2 		$803K Buy
10,893
+804
+8% +$70.5K ﹤0.01% 2573
2025
Q1 		$788K Buy
10,089
+1,117
+12% +$115K ﹤0.01% 2458
2024
Q4 		$1.06M Sell
8,972
-1,791
-17% -$220K ﹤0.01% 2126
2024
Q3 		$1.16M Buy
10,763
+1,375
+15% +$126K ﹤0.01% 2021
2024
Q2 		$819K Buy
9,388
+4,381
+87% +$357K ﹤0.01% 2226
2024
Q1 		$441K Buy
+5,007
New +$392K ﹤0.01% 2700

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return