EverSource Wealth Advisors’s Aaon AAON Stock Holding History

EverSource Wealth Advisors’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	$45.4K	Buy	549 +178	+48%	+$16.2K	﹤0.01%	1964
2025 Q4	$28.3K	Sell	371 -64	-15%	-$5.91K	﹤0.01%	2150
2025 Q3	$40.6K	Buy	435 +101	+30%	+$8.27K	﹤0.01%	1851
2025 Q2	$24.6K	Buy	334 +164	+96%	+$14.4K	﹤0.01%	2138
2025 Q1	$13.3K	Buy	170 +21	+14%	+$2.17K	﹤0.01%	1940
2024 Q4	$17.5K	Sell	149 -123	-45%	-$15.1K	﹤0.01%	1694
2024 Q3	$29.3K	Buy	272 +21	+8%	+$1.92K	﹤0.01%	1293
2024 Q2	$22.2K	Buy	251 +21	+9%	+$1.71K	﹤0.01%	1456
2024 Q1	$21.6K	Buy	230 +83	+56%	+$6.51K	﹤0.01%	1325
2023 Q4	$10.9K	Sell	147 -15	-9%	-$925	﹤0.01%	1523
2023 Q3	$9.21K	Hold	162	–	–	﹤0.01%	1449
2023 Q2	$10.2K	Hold	162	–	–	﹤0.01%	1428
2023 Q1	$10.4K	Sell	162 -72	-31%	-$3.96K	﹤0.01%	1334
2022 Q4	$11.8K	Hold	234	–	–	﹤0.01%	1269
2022 Q3	$9K	Hold	234	–	–	﹤0.01%	1146
2022 Q2	$9K	Buy	+234	New	+$8.19K	﹤0.01%	1049

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