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HM Payson & Co’s Aaon AAON Stock Holding History

HM Payson & Co’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
2026
Q1 		$8.28K Hold
100
– – ﹤0.01% 930
2025
Q4 		$7.63K Hold
100
– – ﹤0.01% 941
2025
Q3 		$9.34K Sell
100
-2,800
-97% -$229K ﹤0.01% 908
2025
Q2 		$214K Buy
2,900
+500
+21% +$43.8K ﹤0.01% 406
2025
Q1 		$188K Hold
2,400
– – ﹤0.01% 423
2024
Q4 		$282K Sell
2,400
-2,300
-49% -$282K ﹤0.01% 361
2024
Q3 		$507K Sell
4,700
-800
-15% -$73.1K 0.01% 282
2024
Q2 		$480K Buy
+5,500
New +$448K 0.01% 279
2022
Q2 		– Sell
-600
Closed -$22K – 1027
2022
Q1 		$22K Buy
+600
New +$24.5K ﹤0.01% 727

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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