Gitterman Wealth Management’s Aaon AAON Stock Holding History

Gitterman Wealth 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 Q3	$848K	Sell	9,074 -445	-5%	-$36.4K	0.19%	32
2025 Q2	$702K	Sell	9,519 -10	-0.1%	-$877	0.16%	28
2025 Q1	$745K	Buy	9,529 +1,529	+19%	+$158K	0.2%	27
2024 Q4	$941K	Sell	8,000 -1,000	-11%	-$123K	0.39%	16
2024 Q3	$971K	Hold	9,000	–	–	0.4%	17
2024 Q2	$785K	Hold	9,000	–	–	0.3%	17
2024 Q1	$793K	Sell	9,000 -18,000	-67%	-$1.41M	0.31%	16
2023 Q4	$1.99M	Hold	27,000	–	–	0.89%	8
2023 Q3	$1.54M	Hold	27,000	–	–	0.73%	9
2023 Q2	$1.71M	Sell	27,000 -1,500	-5%	-$94.9K	0.8%	8
2023 Q1	$1.84M	Sell	28,500 -1,500	-5%	-$82.5K	0.87%	8
2022 Q4	$1.51M	Sell	30,000 -6,000	-17%	-$280K	0.75%	9
2022 Q3	$1.29M	Sell	36,000 -1,500	-4%	-$57.8K	1.33%	8
2022 Q2	$1.37M	Sell	37,500 -3,000	-7%	-$105K	1.28%	10
2022 Q1	$1.5M	Buy	40,500 +3,000	+8%	+$122K	1.21%	10
2021 Q4	$1.99M	Sell	37,500 -3,000	-7%	-$150K	1.47%	8
2021 Q3	$1.76M	Sell	40,500 -3,375	-8%	-$146K	1.42%	9
2021 Q2	$1.83M	Buy	43,875 +4,875	+13%	+$215K	1.48%	10
2021 Q1	$1.82M	Buy	+39,000	New	+$1.91M	1.17%	11

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Gitterman Wealth Management's AAON Position: Q3 2025 in Review

Gitterman Wealth Management reduced its Aaon (AAON) stake by 4.7% in Q3 2025, selling an estimated $36.4K and leaving 9,074 shares worth $848K. The position accounts for 0.19% of the portfolio, ranked #32.

Gitterman Wealth Management first reported a position in AAON in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.99M in Q4 2023. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

Gitterman Wealth Management held 9,074 shares of Aaon worth $848K as of Q3 2025.
Gitterman Wealth Management sold 445 Aaon shares in Q3 2025, an estimated $36.4K.
Aaon made up 0.19% of Gitterman Wealth Management's portfolio in Q3 2025, its #32 holding.
Gitterman Wealth Management first reported a position in Aaon in Q1 2021 and has held it in 19 quarters since.
Gitterman Wealth Management's Aaon position peaked at $1.99M in Q4 2023.
402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.