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Edgestream Partners’s Aaon AAON Stock Holding History

Edgestream Partners’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
Q3 		– Sell
-5,932
Closed -$437K – 843
2025
Q2 		$437K Buy
5,932
+1,382
+30% +$121K 0.01% 748
2025
Q1 		$355K Buy
4,550
+2,285
+101% +$236K 0.01% 733
2024
Q4 		$267K Buy
+2,265
New +$278K 0.01% 778
2024
Q3 		– Sell
-2,882
Closed -$251K – 815
2024
Q2 		$251K Buy
+2,882
New +$235K 0.01% 773

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Edgestream Partners's AAON Position: Q3 2025 in Review

Edgestream Partners sold out of Aaon (AAON) in Q3 2025, closing a stake of 5,932 shares — an estimated $437K sold.

Edgestream Partners first reported a position in AAON in Q2 2024 and held it in 4 quarters. The position peaked at $437K in Q2 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Edgestream Partners reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 5,932 Aaon shares in Q3 2025, an estimated $437K.
  • Edgestream Partners first reported a position in Aaon in Q2 2024 and held it in 4 quarters.
  • Edgestream Partners's Aaon position peaked at $437K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.