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Legato Capital Management’s Aaon AAON Stock Holding History

Legato Capital Management’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
-11,055
Closed -$1.3M – 564
2024
Q4 		$1.3M Buy
11,055
+2,055
+23% +$252K 0.17% 216
2024
Q3 		$971K Buy
9,000
+1,439
+19% +$131K 0.12% 312
2024
Q2 		$660K Buy
+7,561
New +$616K 0.09% 366

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 $5.01B AUM 6.26% 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

Legato Capital Management's AAON Position: Q1 2025 in Review

Legato Capital Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 11,055 shares — an estimated $1.3M sold.

Legato Capital Management first reported a position in AAON in Q2 2024 and held it in 3 quarters. The position peaked at $1.3M in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Legato Capital Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Legato Capital Management sold 11,055 Aaon shares in Q1 2025, an estimated $1.3M.
  • Legato Capital Management first reported a position in Aaon in Q2 2024 and held it in 3 quarters.
  • Legato Capital Management's Aaon position peaked at $1.3M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Legato Capital Management's 13F filing for Q1 2025, filed 6 May 2025.