ClearBridge Investments
AAON icon

ClearBridge Investments’s Aaon AAON Stock Holding History

ClearBridge Investments’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
-124,049
Closed -$11.6M – 698
2025
Q3 		$11.6M Sell
124,049
-170,406
-58% -$14M 0.01% 486
2025
Q2 		$21.7M Hold
294,455
– – 0.02% 406
2025
Q1 		$23M Buy
294,455
+126,624
+75% +$13.1M 0.02% 397
2024
Q4 		$19.8M Buy
+167,831
New +$20.6M 0.02% 436

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ClearBridge Investments's AAON Position: Q4 2025 in Review

ClearBridge Investments sold out of Aaon (AAON) in Q4 2025, closing a stake of 124,049 shares — an estimated $11.6M sold.

ClearBridge Investments first reported a position in AAON in Q4 2024 and held it in 4 quarters. The position peaked at $23M in Q1 2025. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • ClearBridge Investments reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • ClearBridge Investments sold 124,049 Aaon shares in Q4 2025, an estimated $11.6M.
  • ClearBridge Investments first reported a position in Aaon in Q4 2024 and held it in 4 quarters.
  • ClearBridge Investments's Aaon position peaked at $23M in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on ClearBridge Investments's 13F filing for Q4 2025, filed 11 Feb 2026.