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Cottonwood Capital Advisors’s Aaon AAON Stock Holding History

Cottonwood Capital Advisors’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
-2,968
Closed -$349K – 125
2024
Q4 		$349K Sell
2,968
-346
-10% -$42.4K 0.25% 85
2024
Q3 		$357K Hold
3,314
– – 0.26% 78
2024
Q2 		$278K Buy
+3,314
New +$270K 0.22% 91

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

Cottonwood Capital Advisors's AAON Position: Q1 2025 in Review

Cottonwood Capital Advisors sold out of Aaon (AAON) in Q1 2025, closing a stake of 2,968 shares — an estimated $349K sold.

Cottonwood Capital Advisors first reported a position in AAON in Q2 2024 and held it in 3 quarters. The position peaked at $357K in Q3 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Cottonwood Capital Advisors reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 2,968 Aaon shares in Q1 2025, an estimated $349K.
  • Cottonwood Capital Advisors first reported a position in Aaon in Q2 2024 and held it in 3 quarters.
  • Cottonwood Capital Advisors's Aaon position peaked at $357K in Q3 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.