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Global Financial Private Client’s Aaon AAON Stock Holding History

Global Financial Private Client’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
-9
Closed -$703 – 225
2025
Q1 		$703 Buy
9
+5
+125% +$516 ﹤0.01% 1161
2024
Q4 		$471 Buy
+4
New +$490 ﹤0.01% 958

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Financial Private Client's AAON Position: Q2 2025 in Review

Global Financial Private Client sold out of Aaon (AAON) in Q2 2025, closing a stake of 9 shares — an estimated $703 sold.

Global Financial Private Client first reported a position in AAON in Q4 2024 and held it in 2 quarters. The position peaked at $703 in Q1 2025. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

  • Global Financial Private Client reported no remaining Aaon position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 Aaon shares in Q2 2025, an estimated $703.
  • Global Financial Private Client first reported a position in Aaon in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Aaon position peaked at $703 in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.