CIBC Private Wealth Group’s Aaon AAON Stock Holding History

CIBC Private Wealth Group’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	$1.73M	Buy	22,700 +968	+4%	+$89.4K	﹤0.01%	609
2025 Q3	$2.03M	Sell	21,732 -184	-0.8%	-$15.1K	﹤0.01%	564
2025 Q2	$1.62M	Buy	21,916 +8	+0%	+$701	﹤0.01%	590
2025 Q1	$1.6M	Buy	21,908 +306	+1%	+$31.6K	﹤0.01%	573
2024 Q4	$2.6M	Buy	21,602 +203	+0.9%	+$24.9K	﹤0.01%	522
2024 Q3	$2.31M	Hold	21,399	–	–	﹤0.01%	543
2024 Q2	$1.84M	Sell	21,399 -40	-0.2%	-$3.26K	﹤0.01%	553
2024 Q1	$1.89M	Buy	21,439 +75	+0.4%	+$5.88K	﹤0.01%	552
2023 Q4	$1.58M	Hold	21,364	–	–	﹤0.01%	548
2023 Q3	$1.21M	Sell	21,364 -13,579	-39%	-$863K	﹤0.01%	571
2023 Q2	$2.21M	Sell	34,943 -42	-0.1%	-$2.66K	﹤0.01%	486
2023 Q1	$2.26M	Sell	34,985 -1,294	-4%	-$71.2K	0.01%	498
2022 Q4	$1.82M	Buy	36,279 +21,133	+140%	+$986K	0.01%	440
2022 Q3	$544K	Sell	15,146 -274	-2%	-$10.6K	﹤0.01%	688
2022 Q2	$563K	Buy	+15,420	New	+$540K	﹤0.01%	690
2021 Q3	–	Sell	-32,855	Closed	-$1.37M	–	928
2021 Q2	$1.37M	Hold	32,855	–	–	﹤0.01%	595
2021 Q1	$1.53M	Buy	32,855 +240	+0.7%	+$11.8K	﹤0.01%	584
2020 Q4	$1.45M	Hold	32,615	–	–	﹤0.01%	562
2020 Q3	$1.31M	Hold	32,615	–	–	﹤0.01%	517
2020 Q2	$1.18M	Buy	32,615 +75	+0.2%	+$2.52K	0.01%	439
2020 Q1	$1.05M	Sell	32,540 -1,530	-4%	-$53.3K	﹤0.01%	500
2019 Q4	$1.12M	Hold	34,070	–	–	﹤0.01%	559
2019 Q3	$1.04M	Buy	34,070 +1,685	+5%	+$54.4K	﹤0.01%	565
2019 Q2	$1.08M	Hold	32,385	–	–	﹤0.01%	564
2019 Q1	$997K	Sell	32,385 -216	-0.7%	-$5.67K	﹤0.01%	587
2018 Q4	$762K	Sell	32,601 -4,530	-12%	-$109K	﹤0.01%	608
2018 Q3	$936K	Sell	37,131 -195	-0.5%	-$5K	﹤0.01%	673
2018 Q2	$828K	Buy	37,326 +234	+0.6%	+$5.14K	﹤0.01%	683
2018 Q1	$965K	Sell	37,092 -75	-0.2%	-$1.82K	﹤0.01%	647
2017 Q4	$909K	Buy	37,167 +12,885	+53%	+$302K	﹤0.01%	669
2017 Q3	$558K	Buy	24,282 +3,217	+15%	+$73.1K	﹤0.01%	757
2017 Q2	$517K	Hold	21,065	–	–	﹤0.01%	535
2017 Q1	$496K	Hold	21,065	–	–	﹤0.01%	522
2016 Q4	$464K	Hold	21,065	–	–	﹤0.01%	528
2016 Q3	$405K	Hold	21,065	–	–	﹤0.01%	536
2016 Q2	$386K	Hold	21,065	–	–	﹤0.01%	550
2016 Q1	$393K	Hold	21,065	–	–	﹤0.01%	540
2015 Q4	$326K	Hold	21,065	–	–	﹤0.01%	559
2015 Q3	$272K	Hold	21,065	–	–	﹤0.01%	579
2015 Q2	$316K	Hold	21,065	–	–	﹤0.01%	586
2015 Q1	$344K	Hold	21,065	–	–	﹤0.01%	580
2014 Q4	$314K	Hold	21,065	–	–	﹤0.01%	577
2014 Q3	$239K	Buy	+21,065	New	+$274K	﹤0.01%	590

Other funds holding AAON

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

CIBC Private Wealth Group's AAON Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Aaon (AAON) stake by 4.5% in Q4 2025, buying an estimated $89.4K and bringing the position to 22,700 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #609.

CIBC Private Wealth Group first reported a position in AAON in Q3 2014 and has held it in 43 quarters since. The position peaked at $2.6M in Q4 2024. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

CIBC Private Wealth Group held 22,700 shares of Aaon worth $1.73M as of Q4 2025.
CIBC Private Wealth Group bought 968 Aaon shares in Q4 2025, an estimated $89.4K.
Aaon made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #609 holding.
CIBC Private Wealth Group first reported a position in Aaon in Q3 2014 and has held it in 43 quarters since.
CIBC Private Wealth Group's Aaon position peaked at $2.6M in Q4 2024.
399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.