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Lindbrook Capital’s Aaon AAON Stock Holding History

Lindbrook Capital’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 		$27.8K Buy
356
+251
+239% +$25.9K ﹤0.01% 1215
2024
Q4 		$12.4K Hold
105
– – ﹤0.01% 1536
2024
Q3 		$11.3K Buy
105
+13
+14% +$1.19K ﹤0.01% 1604
2024
Q2 		$8.03K Hold
92
– – ﹤0.01% 1753
2024
Q1 		$8.11K Hold
92
– – ﹤0.01% 1674
2023
Q4 		$6.8K Sell
92
-9
-9% -$555 ﹤0.01% 1728
2023
Q3 		$5.74K Buy
101
+8
+9% +$508 ﹤0.01% 1702
2023
Q2 		$5.88K Hold
93
– – ﹤0.01% 1729
2023
Q1 		$6K Hold
93
– – ﹤0.01% 1772
2022
Q4 		$4.67K Buy
93
+27
+41% +$1.26K ﹤0.01% 1867
2022
Q3 		$2K Buy
66
+34
+106% +$1.31K ﹤0.01% 1965
2022
Q2 		$1K Buy
+32
New +$1.12K ﹤0.01% 2122

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $4.36B AUM 17.81% 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

Lindbrook Capital's AAON Position: Q1 2025 in Review

Lindbrook Capital increased its Aaon (AAON) stake by 239% in Q1 2025, buying an estimated $25.9K and bringing the position to 356 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Lindbrook Capital first reported a position in AAON in Q2 2022 and has held it in 12 quarters since. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Lindbrook Capital held 356 shares of Aaon worth $27.8K as of Q1 2025.
  • Lindbrook Capital bought 251 Aaon shares in Q1 2025, an estimated $25.9K.
  • Aaon made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1215 holding.
  • Lindbrook Capital first reported a position in Aaon in Q2 2022 and has held it in 12 quarters since.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.