Florida Financial Advisors’s Aaon AAON Stock Holding History

Florida Financial 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
2025 Q2	–	Sell	-2,745	Closed	-$215K	–	257
2025 Q1	$215K	Buy	+2,745	New	+$283K	0.08%	231

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 $4.6B AUM 16.08% 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

Florida Financial Advisors's AAON Position: Q2 2025 in Review

Florida Financial Advisors sold out of Aaon (AAON) in Q2 2025, closing a stake of 2,745 shares — an estimated $215K sold.

Florida Financial Advisors first reported a position in AAON in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

Florida Financial Advisors reported no remaining Aaon position as of Q2 2025 after selling out during the quarter.
Florida Financial Advisors sold 2,745 Aaon shares in Q2 2025, an estimated $215K.
Florida Financial Advisors first reported a position in Aaon in Q1 2025 and held it in 1 quarter.
Florida Financial Advisors's Aaon position peaked at $215K in Q1 2025.
392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on Florida Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.