Forum Financial Management’s Aaon AAON Stock Holding History

Forum Financial Management’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	-1,715	Closed	-$202K	–	868
2024 Q4	$202K	Buy	+1,715	New	+$210K	﹤0.01%	848

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $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

Forum Financial Management's AAON Position: Q1 2025 in Review

Forum Financial Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 1,715 shares — an estimated $202K sold.

Forum Financial Management first reported a position in AAON in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

Forum Financial Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
Forum Financial Management sold 1,715 Aaon shares in Q1 2025, an estimated $202K.
Forum Financial Management first reported a position in Aaon in Q4 2024 and held it in 1 quarter.
Forum Financial Management's Aaon position peaked at $202K in Q4 2024.
384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.