Heck Capital Advisors’s Aaon AAON Stock Holding History

Heck Capital Advisors’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	-120	Closed	-$14.1K	–	236
2024 Q4	$14.1K	Buy	+120	New	+$14.7K	﹤0.01%	516

Other funds holding AAON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $32.2B AUM 10.98% 1-Year Est. Return

Heck Capital Advisors's AAON Position: Q1 2025 in Review

Heck Capital Advisors sold out of Aaon (AAON) in Q1 2025, closing a stake of 120 shares — an estimated $14.1K sold.

Heck Capital Advisors first reported a position in AAON in Q4 2024 and held it in 1 quarter. The position peaked at $14.1K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

Heck Capital Advisors reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 120 Aaon shares in Q1 2025, an estimated $14.1K.
Heck Capital Advisors first reported a position in Aaon in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Aaon position peaked at $14.1K in Q4 2024.
384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.