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Journey Strategic Wealth’s Aaon AAON Stock Holding History

Journey Strategic Wealth’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
-2,540
Closed -$237K – 764
2025
Q3 		$237K Buy
+2,540
New +$208K 0.01% 579
2025
Q2 		– Sell
-2,726
Closed -$213K – 662
2025
Q1 		$213K Buy
2,726
+274
+11% +$28.3K 0.01% 451
2024
Q4 		$289K Buy
2,452
+1
+0% +$123 0.01% 339
2024
Q3 		$264K Buy
2,451
+2
+0.1% +$183 0.01% 373
2024
Q2 		$214K Hold
2,449
– – 0.01% 349
2024
Q1 		$216K Buy
+2,449
New +$192K 0.01% 267

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $4.6B AUM 16.08% 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

Journey Strategic Wealth's AAON Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Aaon (AAON) in Q4 2025, closing a stake of 2,540 shares — an estimated $237K sold.

Journey Strategic Wealth first reported a position in AAON in Q1 2024 and held it in 6 quarters. The position peaked at $289K in Q4 2024. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,540 Aaon shares in Q4 2025, an estimated $237K.
  • Journey Strategic Wealth first reported a position in Aaon in Q1 2024 and held it in 6 quarters.
  • Journey Strategic Wealth's Aaon position peaked at $289K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.