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Curi RMB Capital’s Aaon AAON Stock Holding History

Curi RMB Capital’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
2026
Q1 		$8.33M Buy
100,651
+2,047
+2% +$186K 0.15% 161
2025
Q4 		$7.52M Sell
98,604
-1,609
-2% -$149K 0.13% 178
2025
Q3 		$9.36M Buy
100,213
+6,704
+7% +$549K 0.17% 149
2025
Q2 		$6.9M Buy
93,509
+528
+0.6% +$46.3K 0.13% 185
2025
Q1 		$7.26M Buy
92,981
+74,478
+403% +$7.68M 0.18% 158
2024
Q4 		$2.18M Buy
18,503
+100
+0.5% +$12.3K 0.05% 261
2024
Q3 		$1.98M Hold
18,403
– – 0.05% 268
2024
Q2 		$1.61M Hold
18,403
– – 0.04% 286
2024
Q1 		$1.62M Buy
18,403
+5,002
+37% +$392K 0.04% 295
2023
Q4 		$990K Buy
+13,401
New +$827K 0.03% 292

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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