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Institute for Wealth Management’s Aaon AAON Stock Holding History

Institute for 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 		– Sell
-5,782
Closed -$426K – 559
2025
Q2 		$426K Sell
5,782
-147
-2% -$12.9K 0.05% 344
2025
Q1 		$463K Buy
+5,929
New +$611K 0.06% 308

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

Institute for Wealth Management's AAON Position: Q3 2025 in Review

Institute for Wealth Management sold out of Aaon (AAON) in Q3 2025, closing a stake of 5,782 shares — an estimated $426K sold.

Institute for Wealth Management first reported a position in AAON in Q1 2025 and held it in 2 quarters. The position peaked at $463K in Q1 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Institute for Wealth Management reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 5,782 Aaon shares in Q3 2025, an estimated $426K.
  • Institute for Wealth Management first reported a position in Aaon in Q1 2025 and held it in 2 quarters.
  • Institute for Wealth Management's Aaon position peaked at $463K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.