Commonwealth Equity Services
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Commonwealth Equity Services’s Aaon AAON Stock Holding History

Commonwealth Equity Services’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
-2,253
Closed -$210K – 4272
2025
Q3 		$210K Buy
+2,253
New +$185K ﹤0.01% 3916

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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 $1.66T AUM 25.57% 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

Commonwealth Equity Services's AAON Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Aaon (AAON) in Q4 2025, closing a stake of 2,253 shares — an estimated $210K sold.

Commonwealth Equity Services first reported a position in AAON in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,253 Aaon shares in Q4 2025, an estimated $210K.
  • Commonwealth Equity Services first reported a position in Aaon in Q3 2025 and held it in 1 quarter.
  • Commonwealth Equity Services's Aaon position peaked at $210K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.