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Lindenwold Advisors’s Aaon AAON Stock Holding History

Lindenwold 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
Q3 		$220K Buy
+2,357
New +$193K 0.1% 106
2025
Q2 		– Sell
-2,710
Closed -$212K – 108
2025
Q1 		$212K Sell
2,710
-455
-14% -$46.9K 0.12% 100
2024
Q4 		$372K Sell
3,165
-463
-13% -$56.8K 0.2% 78
2024
Q3 		$391K Buy
3,628
+20
+0.6% +$1.83K 0.2% 79
2024
Q2 		$315K Sell
3,608
-830
-19% -$67.7K 0.17% 86
2024
Q1 		$391K Sell
4,438
-1,290
-23% -$101K 0.21% 83
2023
Q4 		$423K Hold
5,728
– – 0.24% 73
2023
Q3 		$326K Buy
5,728
+22
+0.4% +$1.4K 0.2% 81
2023
Q2 		$361K Sell
5,706
-720
-11% -$45.5K 0.22% 78
2023
Q1 		$414K Sell
6,426
-585
-8% -$32.2K 0.26% 76
2022
Q4 		$352K Buy
7,011
+30
+0.4% +$1.4K 0.24% 85
2022
Q3 		$251K Buy
6,981
+195
+3% +$7.52K 0.19% 95
2022
Q2 		$248K Buy
6,786
+945
+16% +$33.1K 0.18% 97
2022
Q1 		$217K Buy
5,841
+277
+5% +$11.3K 0.13% 114
2021
Q4 		$295K Buy
+5,564
New +$278K 0.17% 100

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Lindenwold Advisors's AAON Position: Q3 2025 in Review

Lindenwold Advisors opened a new position in Aaon (AAON) in Q3 2025: 2,357 shares worth $220K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings. This is a return to the name: Lindenwold Advisors previously reported a position in AAON as recently as Q1 2025.

Lindenwold Advisors first reported a position in AAON in Q4 2021 and has held it in 15 quarters since. The position peaked at $423K in Q4 2023. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Lindenwold Advisors held 2,357 shares of Aaon worth $220K as of Q3 2025.
  • Aaon was a new Lindenwold Advisors position in Q3 2025.
  • Aaon made up 0.1% of Lindenwold Advisors's portfolio in Q3 2025, its #106 holding.
  • Lindenwold Advisors first reported a position in Aaon in Q4 2021 and has held it in 15 quarters since.
  • Lindenwold Advisors's Aaon position peaked at $423K in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.