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Hemington Wealth Management’s Aaon AAON Stock Holding History

Hemington Wealth Management’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 		$11K Buy
123
+6
+5% +$491 ﹤0.01% 832
2025
Q2 		$8K Buy
117
+22
+23% +$1.93K ﹤0.01% 920
2025
Q1 		$7K Sell
95
-1
-1% -$103 ﹤0.01% 903
2024
Q4 		$11K Buy
96
+19
+25% +$2.33K ﹤0.01% 721
2024
Q3 		$8K Buy
+77
New +$7.03K ﹤0.01% 756

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

Hemington Wealth Management's AAON Position: Q3 2025 in Review

Hemington Wealth Management increased its Aaon (AAON) stake by 5.1% in Q3 2025, buying an estimated $491 and bringing the position to 123 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Hemington Wealth Management first reported a position in AAON in Q3 2024 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Hemington Wealth Management held 123 shares of Aaon worth $11K as of Q3 2025.
  • Hemington Wealth Management bought 6 Aaon shares in Q3 2025, an estimated $491.
  • Aaon made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #832 holding.
  • Hemington Wealth Management first reported a position in Aaon in Q3 2024 and has held it in 5 quarters since.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.