IFP Advisors’s Aaon AAON Stock Holding History

IFP 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 Q2	–	Hold	0	–	–	–	2588
2025 Q1	–	Sell	-23	Closed	-$2.37K	–	3397
2024 Q4	$4.83K	Buy	+23	New	+$2.82K	﹤0.01%	2806
2023 Q3	–	Sell	-411	Closed	-$26K	–	3292
2023 Q2	$26K	Buy	+411	New	+$26K	﹤0.01%	1886
2023 Q1	–	Sell	-152	Closed	-$6K	–	3353
2022 Q4	$6K	Buy	152 +78	+105%	+$3.64K	﹤0.01%	3658
2022 Q3	$2K	Hold	74	–	–	﹤0.01%	4307
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	4069
2022 Q1	$2K	Buy	+74	New	+$3.02K	﹤0.01%	4069
2020 Q1	–	Sell	-81	Closed	-$2.82K	–	2748
2019 Q4	$3K	Buy	+81	New	+$2.62K	﹤0.01%	2335
2018 Q4	–	Sell	-99	Closed	-$2K	–	3491
2018 Q3	$2K	Hold	99	–	–	﹤0.01%	3508
2018 Q2	$2K	Hold	99	–	–	﹤0.01%	3555
2018 Q1	$2K	Hold	99	–	–	﹤0.01%	3471
2017 Q4	$2K	Hold	99	–	–	﹤0.01%	3522
2017 Q3	$2K	Hold	99	–	–	﹤0.01%	3711
2017 Q2	$2K	Hold	99	–	–	﹤0.01%	3693
2017 Q1	$2K	Hold	99	–	–	﹤0.01%	3614
2016 Q4	$2K	Buy	+99	New	+$2.06K	﹤0.01%	3607

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFP Advisors's AAON Position: Q2 2025 in Review

IFP Advisors held its Aaon (AAON) position steady in Q2 2025 at 0 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

IFP Advisors first reported a position in AAON in Q4 2016 and has held it in 15 quarters since. The position peaked at $26K in Q2 2023. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

IFP Advisors held 0 shares of Aaon worth $18.7K as of Q2 2025.
IFP Advisors left its Aaon share count unchanged in Q2 2025.
Aaon made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #2588 holding.
IFP Advisors first reported a position in Aaon in Q4 2016 and has held it in 15 quarters since.
IFP Advisors's Aaon position peaked at $26K in Q2 2023.
392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.