Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Aaon AAON Stock Holding History

Envestnet Portfolio Solutions’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
-2,876
Closed -$338K – 1529
2024
Q4 		$338K Buy
2,876
+861
+43% +$106K ﹤0.01% 1443
2024
Q3 		$217K Buy
+2,015
New +$184K ﹤0.01% 1613

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 $5.01B AUM 6.26% 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

Envestnet Portfolio Solutions's AAON Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Aaon (AAON) in Q1 2025, closing a stake of 2,876 shares — an estimated $338K sold.

Envestnet Portfolio Solutions first reported a position in AAON in Q3 2024 and held it in 2 quarters. The position peaked at $338K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,876 Aaon shares in Q1 2025, an estimated $338K.
  • Envestnet Portfolio Solutions first reported a position in Aaon in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Aaon position peaked at $338K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.