KBFS
AAON icon

Kohmann Bosshard Financial Services’s Aaon AAON Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-3
Closed -$353 – 286
2024
Q4 		$353 Buy
+3
New +$368 ﹤0.01% 679

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Kohmann Bosshard Financial Services's AAON Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Aaon (AAON) in Q1 2025, closing a stake of 3 shares — an estimated $353 sold.

Kohmann Bosshard Financial Services first reported a position in AAON in Q4 2024 and held it in 1 quarter. The position peaked at $353 in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 3 Aaon shares in Q1 2025, an estimated $353.
  • Kohmann Bosshard Financial Services first reported a position in Aaon in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Aaon position peaked at $353 in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.