Farther Finance Advisors’s Aaon AAON Stock Holding History

Farther Finance 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	$26.5K	Buy	316 +11	+4%	+$1K	﹤0.01%	3460
2025 Q4	$23.3K	Buy	305 +221	+263%	+$20.4K	﹤0.01%	3342
2025 Q3	$7.85K	Sell	84 -3	-3%	-$246	﹤0.01%	3551
2025 Q2	$6.42K	Sell	87 -5	-5%	-$438	﹤0.01%	3267
2025 Q1	$7.28K	Sell	92 -186	-67%	-$19.2K	﹤0.01%	2887
2024 Q4	$32.7K	Sell	278 -14	-5%	-$1.72K	﹤0.01%	1869
2024 Q3	$31.5K	Buy	292 +75	+35%	+$6.85K	﹤0.01%	1878
2024 Q2	$18.1K	Buy	217 +98	+82%	+$7.99K	﹤0.01%	1811
2024 Q1	$10.5K	Hold	119	–	–	﹤0.01%	1747
2023 Q4	$8.79K	Buy	119 +50	+72%	+$3.08K	﹤0.01%	1676
2023 Q3	$3.92K	Hold	69	–	–	﹤0.01%	1598
2023 Q2	$4.36K	Hold	69	–	–	﹤0.01%	1477
2023 Q1	$4.45K	Buy	+69	New	+$3.79K	﹤0.01%	1381

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