GVAG
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Great Valley Advisor Group’s Aaon AAON Stock Holding History

Great Valley Advisor Group’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
Q4 		– Sell
-2,253
Closed -$211K – 946
2025
Q3 		$211K Buy
+2,253
New +$185K ﹤0.01% 878
2025
Q2 		– Sell
-2,862
Closed -$224K – 893
2025
Q1 		$224K Sell
2,862
-407
-12% -$42K ﹤0.01% 804
2024
Q4 		$385K Hold
3,269
– – 0.01% 632
2024
Q3 		$353K Buy
+3,269
New +$299K 0.01% 643
2024
Q2 		– Sell
-2,402
Closed -$212K – 776
2024
Q1 		$212K Buy
+2,402
New +$188K 0.01% 695
2023
Q4 		– Sell
-4,914
Closed -$279K – 712
2023
Q3 		$279K Buy
+4,914
New +$312K 0.01% 560

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return