Krilogy Financial’s Aaon AAON Stock Holding History

Krilogy 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
2025 Q4	–	Sell	-6,943	Closed	-$649K	–	921
2025 Q3	$649K	Buy	+6,943	New	+$569K	0.02%	446
2024 Q3	–	Sell	-27,157	Closed	-$2.37M	–	214
2024 Q2	$2.37M	Hold	27,157	–	–	0.17%	108
2024 Q1	$2.39M	Hold	27,157	–	–	0.18%	114
2023 Q4	$2.01M	Hold	27,157	–	–	0.17%	111
2023 Q3	$1.54M	Sell	27,157 -1	-0%	-$64	0.14%	125
2023 Q2	$1.72M	Buy	+27,158	New	+$1.72M	0.15%	116

Other funds holding AAON

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Krilogy Financial's AAON Position: Q4 2025 in Review

Krilogy Financial sold out of Aaon (AAON) in Q4 2025, closing a stake of 6,943 shares — an estimated $649K sold.

Krilogy Financial first reported a position in AAON in Q2 2023 and held it in 6 quarters. The position peaked at $2.39M in Q1 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

Krilogy Financial reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
Krilogy Financial sold 6,943 Aaon shares in Q4 2025, an estimated $649K.
Krilogy Financial first reported a position in Aaon in Q2 2023 and held it in 6 quarters.
Krilogy Financial's Aaon position peaked at $2.39M in Q1 2024.
400 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.