Harbour Investments’s Aaon AAON Stock Holding History

Harbour Investments’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	-706	Closed	-$83.1K	–	3554
2024 Q4	$83.1K	Hold	706	–	–	﹤0.01%	1453
2024 Q3	$76.1K	Hold	706	–	–	﹤0.01%	1463
2024 Q2	$61.6K	Hold	706	–	–	﹤0.01%	1467
2024 Q1	$62.2K	Hold	706	–	–	﹤0.01%	1429
2023 Q4	$52.2K	Hold	706	–	–	﹤0.01%	1444
2023 Q3	$40.1K	Sell	706 -1	-0.1%	-$64	﹤0.01%	1450
2023 Q2	$44.7K	Hold	707	–	–	﹤0.01%	1412
2023 Q1	$45.5K	Hold	707	–	–	﹤0.01%	1396
2022 Q4	$35.5K	Hold	707	–	–	﹤0.01%	1435
2022 Q3	$26K	Hold	707	–	–	﹤0.01%	1513
2022 Q2	$26K	Buy	+707	New	+$24.8K	﹤0.01%	1513
2021 Q4	$37K	Hold	707	–	–	﹤0.01%	1386
2021 Q3	$31K	Hold	707	–	–	﹤0.01%	2043
2021 Q2	$29K	Hold	707	–	–	﹤0.01%	2111
2021 Q1	$33K	Buy	+707	New	+$34.7K	﹤0.01%	1910

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 $5.01B AUM 6.26% 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

Harbour Investments's AAON Position: Q1 2025 in Review

Harbour Investments sold out of Aaon (AAON) in Q1 2025, closing a stake of 706 shares — an estimated $83.1K sold.

Harbour Investments first reported a position in AAON in Q1 2021 and held it in 15 quarters. The position peaked at $83.1K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

Harbour Investments reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 706 Aaon shares in Q1 2025, an estimated $83.1K.
Harbour Investments first reported a position in Aaon in Q1 2021 and held it in 15 quarters.
Harbour Investments's Aaon position peaked at $83.1K in Q4 2024.
384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.