IP
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Intellectus Partners’s Aaon AAON Stock Holding History

Intellectus Partners’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
Q4 		– Sell
-2,451
Closed -$229K – 286
2025
Q3 		$229K Buy
+2,451
New +$201K 0.04% 256
2025
Q1 		– Sell
-1,883
Closed -$222K – 273
2024
Q4 		$222K Sell
1,883
-170
-8% -$20.8K 0.05% 251
2024
Q3 		$221K Buy
+2,053
New +$188K 0.06% 244
2024
Q2 		– Sell
-2,523
Closed -$222K – 262
2024
Q1 		$222K Sell
2,523
-930
-27% -$72.9K 0.06% 240
2023
Q4 		$255K Buy
+3,453
New +$213K 0.07% 218
2023
Q3 		– Sell
-3,453
Closed -$218K – 262
2023
Q2 		$218K Hold
3,453
– – 0.07% 235
2023
Q1 		$223K Buy
+3,453
New +$190K 0.07% 225
2017
Q1 		– Sell
-306
Closed -$7K – 683
2016
Q4 		$7K Buy
+306
New +$6.38K ﹤0.01% 549

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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