CI Investments Inc
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CI Investments Inc’s Aaon AAON Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-1,087
Closed -$102K – 646
2025
Q3 		$102K Sell
1,087
-152
-12% -$12.4K ﹤0.01% 866
2025
Q2 		$91K Sell
1,239
-83
-6% -$7.28K ﹤0.01% 927
2025
Q1 		$103K Sell
1,322
-47
-3% -$4.85K ﹤0.01% 901
2024
Q4 		$161K Buy
1,369
+385
+39% +$47.2K ﹤0.01% 803
2024
Q3 		$106K Buy
984
+179
+22% +$16.4K ﹤0.01% 843
2024
Q2 		$70K Buy
805
+133
+20% +$10.8K ﹤0.01% 903
2024
Q1 		$59K Buy
672
+118
+21% +$9.25K ﹤0.01% 991
2023
Q4 		$41K Sell
554
-63
-10% -$3.89K ﹤0.01% 1013
2023
Q3 		$35K Buy
617
+3
+0.5% +$191 ﹤0.01% 1032
2023
Q2 		$39K Sell
614
-7
-1% -$443 ﹤0.01% 1000
2023
Q1 		$40K Buy
621
+10
+2% +$550 ﹤0.01% 961
2022
Q4 		$31K Buy
611
+147
+32% +$6.86K ﹤0.01% 1021
2022
Q3 		$17K Sell
464
-18
-4% -$694 ﹤0.01% 1057
2022
Q2 		$18K Sell
482
-231
-32% -$8.09K ﹤0.01% 982
2022
Q1 		$26K Sell
713
-112
-14% -$4.56K ﹤0.01% 1035
2021
Q4 		$44K Sell
825
-350
-30% -$17.5K ﹤0.01% 1016
2021
Q3 		$51K Buy
1,175
+9
+0.8% +$391 ﹤0.01% 964
2021
Q2 		$49K Buy
1,166
+456
+64% +$20.1K ﹤0.01% 964
2021
Q1 		$33K Sell
710
-145
-17% -$7.11K ﹤0.01% 929
2020
Q4 		$38K Buy
+855
New +$36.1K ﹤0.01% 865

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

CI Investments Inc's AAON Position: Q4 2025 in Review

CI Investments Inc sold out of Aaon (AAON) in Q4 2025, closing a stake of 1,087 shares — an estimated $102K sold.

CI Investments Inc first reported a position in AAON in Q4 2020 and held it in 20 quarters. The position peaked at $161K in Q4 2024. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • CI Investments Inc reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,087 Aaon shares in Q4 2025, an estimated $102K.
  • CI Investments Inc first reported a position in Aaon in Q4 2020 and held it in 20 quarters.
  • CI Investments Inc's Aaon position peaked at $161K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.