CVA Family Office’s Aaon AAON Stock Holding History

CVA Family Office’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	$97.7K	Buy	1,181 +58	+5%	+$5.27K	0.01%	463
2025 Q4	$85.6K	Hold	1,123	–	–	0.01%	449
2025 Q3	$105K	Hold	1,123	–	–	0.01%	409
2025 Q2	$82.8K	Hold	1,123	–	–	0.01%	440
2025 Q1	$87.7K	Hold	1,123	–	–	0.01%	418
2024 Q4	$132K	Hold	1,123	–	–	0.02%	341
2024 Q3	$121K	Hold	1,123	–	–	0.02%	338
2024 Q2	$98K	Hold	1,123	–	–	0.02%	356
2024 Q1	$98.9K	Hold	1,123	–	–	0.02%	358
2023 Q4	$83K	Buy	+1,123	New	+$69.3K	0.02%	364
2023 Q3	–	Sell	-1,124	Closed	-$71K	–	227
2023 Q2	$71K	Hold	1,124	–	–	0.01%	367
2023 Q1	$72.4K	Hold	1,124	–	–	0.02%	366
2022 Q4	$56.4K	Hold	1,124	–	–	0.01%	392
2022 Q3	$40K	Hold	1,124	–	–	0.01%	413
2022 Q2	$41K	Hold	1,124	–	–	0.01%	406
2022 Q1	$42K	Hold	1,124	–	–	0.01%	427
2021 Q4	$59K	Buy	+1,124	New	+$56.2K	0.01%	331
2021 Q3	–	Sell	-1,124	Closed	-$47K	–	357
2021 Q2	$47K	Buy	+1,124	New	+$49.5K	0.01%	376

Other funds holding AAON

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return