Empirical Wealth Management’s Aaon AAON Stock Holding History

Empirical 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
2026 Q1	–	Hold	0	–	-$229K	–	997
2025 Q4	–	Hold	0	–	–	–	808

Other funds holding AAON

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

BlackRock New York $5.72T 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

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 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 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

Empirical Wealth Management's AAON Position: Q1 2026 in Review

Empirical Wealth Management sold out of Aaon (AAON) in Q1 2026, closing a stake of 4,024 shares — an estimated $307K sold.

Empirical Wealth Management first reported a position in AAON in Q4 2025 and held it in 1 quarter. The position peaked at $307K in Q4 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

Empirical Wealth Management reported no remaining Aaon position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 4,024 Aaon shares in Q1 2026, an estimated $307K.
Empirical Wealth Management first reported a position in Aaon in Q4 2025 and held it in 1 quarter.
Empirical Wealth Management's Aaon position peaked at $307K in Q4 2025.
400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.