Key Financial Inc’s Aaon AAON Stock Holding History

Key Financial Inc’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	$8.03K	Hold	97	–	–	﹤0.01%	928
2025 Q4	$7.4K	Hold	97	–	–	﹤0.01%	959
2025 Q3	$9.3K	Hold	97	–	–	﹤0.01%	899
2025 Q2	$7.15K	Hold	97	–	–	﹤0.01%	943
2025 Q1	$7.58K	Hold	97	–	–	﹤0.01%	887
2024 Q4	$11.4K	Hold	97	–	–	﹤0.01%	788
2024 Q3	$10.5K	Hold	97	–	–	﹤0.01%	784
2024 Q2	$8.46K	Hold	97	–	–	﹤0.01%	823
2024 Q1	$8.55K	Hold	97	–	–	﹤0.01%	800
2023 Q4	$7.17K	Hold	97	–	–	﹤0.01%	826
2023 Q3	$5.52K	Sell	97 -1	-1%	-$64	﹤0.01%	876
2023 Q2	$6.16K	Buy	+98	New	+$6.2K	﹤0.01%	853

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