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Greenwood Capital Associates’s Aaon AAON Stock Holding History

Greenwood Capital Associates’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 		– Sell
-5,837
Closed -$430K – 255
2025
Q2 		$430K Sell
5,837
-1,048
-15% -$91.9K 0.05% 203
2025
Q1 		$538K Buy
6,885
+537
+8% +$55.4K 0.07% 177
2024
Q4 		$747K Sell
6,348
-2,472
-28% -$303K 0.1% 157
2024
Q3 		$951K Sell
8,820
-243
-3% -$22.2K 0.12% 140
2024
Q2 		$791K Buy
9,063
+1,677
+23% +$137K 0.1% 157
2024
Q1 		$651K Sell
7,386
-147
-2% -$11.5K 0.09% 171
2023
Q4 		$556K Buy
7,533
+1,779
+31% +$110K 0.07% 183
2023
Q3 		$327K Buy
+5,754
New +$366K 0.05% 218

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
Wellington Management Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Greenwood Capital Associates's AAON Position: Q3 2025 in Review

Greenwood Capital Associates sold out of Aaon (AAON) in Q3 2025, closing a stake of 5,837 shares — an estimated $430K sold.

Greenwood Capital Associates first reported a position in AAON in Q3 2023 and held it in 8 quarters. The position peaked at $951K in Q3 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Greenwood Capital Associates reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Greenwood Capital Associates sold 5,837 Aaon shares in Q3 2025, an estimated $430K.
  • Greenwood Capital Associates first reported a position in Aaon in Q3 2023 and held it in 8 quarters.
  • Greenwood Capital Associates's Aaon position peaked at $951K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Greenwood Capital Associates's 13F filing for Q3 2025, filed 16 Oct 2025.