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LGT Financial Advisors’s Aaon AAON Stock Holding History

LGT Financial Advisors’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
-35
Closed -$4.12K – 298
2024
Q4 		$4.12K Hold
35
– – 0.01% 582
2024
Q3 		$3.77K Hold
35
– – 0.01% 581
2024
Q2 		$3.05K Buy
+35
New +$2.85K 0.01% 673
2023
Q4 		– Sell
-102
Closed -$5.8K – 842
2023
Q3 		$5.8K Buy
+102
New +$6.48K 0.01% 583

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

LGT Financial Advisors's AAON Position: Q1 2025 in Review

LGT Financial Advisors sold out of Aaon (AAON) in Q1 2025, closing a stake of 35 shares — an estimated $4.12K sold.

LGT Financial Advisors first reported a position in AAON in Q3 2023 and held it in 4 quarters. The position peaked at $5.8K in Q3 2023. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • LGT Financial Advisors reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 35 Aaon shares in Q1 2025, an estimated $4.12K.
  • LGT Financial Advisors first reported a position in Aaon in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Aaon position peaked at $5.8K in Q3 2023.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.