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Congress Asset Management’s Aaon AAON Stock Holding History

Congress Asset 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
Q1 		– Sell
-2,453
Closed -$289K – 367
2024
Q4 		$289K Buy
+2,453
New +$301K ﹤0.01% 363
2021
Q1 		– Sell
-5,925
Closed -$263K – 355
2020
Q4 		$263K Sell
5,925
-117,236
-95% -$4.95M ﹤0.01% 337
2020
Q3 		$4.95M Buy
123,161
+2,606
+2% +$99.9K 0.05% 168
2020
Q2 		$4.36M Sell
120,555
-5,370
-4% -$180K 0.05% 172
2020
Q1 		$4.06M Sell
125,925
-477
-0.4% -$16.6K 0.06% 163
2019
Q4 		$4.16M Buy
126,402
+2,004
+2% +$64.9K 0.05% 184
2019
Q3 		$3.81M Sell
124,398
-78
-0.1% -$2.52K 0.05% 203
2019
Q2 		$4.16M Buy
124,476
+795
+0.6% +$25.2K 0.05% 211
2019
Q1 		$3.81M Sell
123,681
-2,084
-2% -$54.7K 0.05% 214
2018
Q4 		$2.94M Sell
125,765
-1,668
-1% -$40.1K 0.04% 230
2018
Q3 		$3.21M Buy
127,433
+1,361
+1% +$34.9K 0.04% 238
2018
Q2 		$2.79M Buy
126,072
+10,920
+9% +$240K 0.04% 240
2018
Q1 		$2.99M Buy
115,152
+27,559
+31% +$669K 0.04% 231
2017
Q4 		$2.14M Buy
87,593
+38,855
+80% +$911K 0.03% 258
2017
Q3 		$1.12M Buy
48,738
+5,848
+14% +$133K 0.02% 311
2017
Q2 		$1.05M Buy
42,890
+8,462
+25% +$205K 0.02% 198
2017
Q1 		$811K Buy
34,428
+8,703
+34% +$200K 0.02% 197
2016
Q4 		$567K Buy
25,725
+12,885
+100% +$269K 0.01% 195
2016
Q3 		$247K Buy
+12,840
New +$236K 0.01% 221

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Congress Asset Management's AAON Position: Q1 2025 in Review

Congress Asset Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 2,453 shares — an estimated $289K sold.

Congress Asset Management first reported a position in AAON in Q3 2016 and held it in 19 quarters. The position peaked at $4.95M in Q3 2020. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Congress Asset Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Congress Asset Management sold 2,453 Aaon shares in Q1 2025, an estimated $289K.
  • Congress Asset Management first reported a position in Aaon in Q3 2016 and held it in 19 quarters.
  • Congress Asset Management's Aaon position peaked at $4.95M in Q3 2020.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.