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Congress Wealth Management’s Aaon AAON Stock Holding History

Congress Wealth 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 – 1065
2024
Q4 		$289K Sell
2,453
-325
-12% -$39.8K ﹤0.01% 770
2024
Q3 		$300K Buy
+2,778
New +$254K ﹤0.01% 727

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 $5.01B AUM 6.26% 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 Wealth Management's AAON Position: Q1 2025 in Review

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

Congress Wealth Management first reported a position in AAON in Q3 2024 and held it in 2 quarters. The position peaked at $300K in Q3 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Congress Wealth Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 2,453 Aaon shares in Q1 2025, an estimated $289K.
  • Congress Wealth Management first reported a position in Aaon in Q3 2024 and held it in 2 quarters.
  • Congress Wealth Management's Aaon position peaked at $300K in Q3 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.