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Inspire Advisors’s Aaon AAON Stock Holding History

Inspire 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
-10,812
Closed -$1.27M – 451
2024
Q4 		$1.27M Buy
10,812
+286
+3% +$35.1K 0.16% 98
2024
Q3 		$1.14M Sell
10,526
-496
-5% -$45.3K 0.14% 106
2024
Q2 		$962K Sell
11,022
-256
-2% -$20.9K 0.13% 109
2024
Q1 		$994K Buy
11,278
+85
+0.8% +$6.66K 0.14% 100
2023
Q4 		$827K Buy
11,193
+331
+3% +$20.4K 0.12% 107
2023
Q3 		$618K Buy
+10,862
New +$690K 0.11% 106

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Inspire Advisors's AAON Position: Q1 2025 in Review

Inspire Advisors sold out of Aaon (AAON) in Q1 2025, closing a stake of 10,812 shares — an estimated $1.27M sold.

Inspire Advisors first reported a position in AAON in Q3 2023 and held it in 6 quarters. The position peaked at $1.27M in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Inspire Advisors reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Inspire Advisors sold 10,812 Aaon shares in Q1 2025, an estimated $1.27M.
  • Inspire Advisors first reported a position in Aaon in Q3 2023 and held it in 6 quarters.
  • Inspire Advisors's Aaon position peaked at $1.27M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Inspire Advisors's 13F filing for Q1 2025, filed 7 May 2025.