Equitable Trust’s Aaon AAON Stock Holding History

Equitable Trust’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 Q2	–	Sell	-4,188	Closed	-$327K	–	433
2025 Q1	$327K	Buy	4,188 +1,984	+90%	+$205K	0.02%	391
2024 Q4	$259K	Hold	2,204	–	–	0.01%	433
2024 Q3	$238K	Buy	+2,204	New	+$201K	0.02%	419

Other funds holding AAON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Trust's AAON Position: Q2 2025 in Review

Equitable Trust sold out of Aaon (AAON) in Q2 2025, closing a stake of 4,188 shares — an estimated $327K sold.

Equitable Trust first reported a position in AAON in Q3 2024 and held it in 3 quarters. The position peaked at $327K in Q1 2025. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

Equitable Trust reported no remaining Aaon position as of Q2 2025 after selling out during the quarter.
Equitable Trust sold 4,188 Aaon shares in Q2 2025, an estimated $327K.
Equitable Trust first reported a position in Aaon in Q3 2024 and held it in 3 quarters.
Equitable Trust's Aaon position peaked at $327K in Q1 2025.
392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.