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Coldstream Capital Management’s Aaon AAON Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,035
Closed -$80.9K – 1108
2025
Q1 		$80.9K Buy
+1,035
New +$107K ﹤0.01% 1462

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coldstream Capital Management's AAON Position: Q2 2025 in Review

Coldstream Capital Management sold out of Aaon (AAON) in Q2 2025, closing a stake of 1,035 shares — an estimated $80.9K sold.

Coldstream Capital Management first reported a position in AAON in Q1 2025 and held it in 1 quarter. The position peaked at $80.9K in Q1 2025. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

  • Coldstream Capital Management reported no remaining Aaon position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,035 Aaon shares in Q2 2025, an estimated $80.9K.
  • Coldstream Capital Management first reported a position in Aaon in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Aaon position peaked at $80.9K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.