Jump Financial’s Aaon AAON Stock Holding History

Jump Financial’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
2026 Q1	$425K	Buy	+5,134	New	+$467K	0.01%	1328
2025 Q3	–	Sell	-3,255	Closed	-$240K	–	1723
2025 Q2	$240K	Buy	+3,255	New	+$285K	﹤0.01%	1512
2024 Q3	–	Sell	-5,739	Closed	-$501K	–	1589
2024 Q2	$501K	Sell	5,739 -38,397	-87%	-$3.13M	0.01%	1132
2024 Q1	$3.89M	Sell	44,136 -6,864	-13%	-$538K	0.11%	203
2023 Q4	$3.77M	Buy	51,000 +34,000	+200%	+$2.1M	0.12%	177
2023 Q3	$967K	Sell	17,000 -30,262	-64%	-$1.92M	0.04%	682
2023 Q2	$2.99M	Sell	47,262 -24,332	-34%	-$1.54M	0.11%	253
2023 Q1	$4.61M	Buy	+71,594	New	+$3.94M	0.19%	167
2021 Q4	–	Sell	-4,944	Closed	-$215K	–	1337
2021 Q3	$215K	Buy	+4,944	New	+$215K	0.02%	833
2020 Q4	–	Sell	-6,069	Closed	-$244K	–	918
2020 Q3	$244K	Buy	+6,069	New	+$233K	0.05%	563

Other funds holding AAON

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return