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Institutional & Family Asset Management’s Aaon AAON Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$960 Buy
+11
New +$897 ﹤0.01% 649

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's AAON Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Aaon (AAON) in Q2 2024: 11 shares worth $960. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

361 funds tracked by Wall St. Rank hold AAON as of Q2 2024.

  • Institutional & Family Asset Management held 11 shares of Aaon worth $960 as of Q2 2024.
  • Aaon was a new Institutional & Family Asset Management position in Q2 2024.
  • Aaon made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #649 holding.
  • 361 funds tracked by Wall St. Rank held Aaon as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.