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Marco Investment Management’s Aaon AAON Stock Holding History

Marco Investment 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
Q4 		– Sell
-2,609
Closed -$244K – 229
2025
Q3 		$244K Buy
+2,609
New +$214K 0.02% 194
2025
Q2 		– Sell
-2,609
Closed -$204K – 221
2025
Q1 		$204K Hold
2,609
– – 0.02% 206
2024
Q4 		$307K Sell
2,609
-230
-8% -$28.2K 0.03% 169
2024
Q3 		$306K Hold
2,839
– – 0.03% 170
2024
Q2 		$248K Sell
2,839
-640
-18% -$52.2K 0.02% 185
2024
Q1 		$307K Sell
3,479
-1,160
-25% -$90.9K 0.03% 169
2023
Q4 		$343K Hold
4,639
– – 0.04% 158
2023
Q3 		$264K Sell
4,639
-1
-0% -$64 0.03% 165
2023
Q2 		$293K Hold
4,640
– – 0.03% 166
2023
Q1 		$299K Sell
4,640
-390
-8% -$21.4K 0.03% 161
2022
Q4 		$253K Buy
+5,030
New +$235K 0.03% 169
2022
Q1 		– Sell
-4,340
Closed -$230K – 211
2021
Q4 		$230K Buy
+4,340
New +$217K 0.02% 200

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Marco Investment Management's AAON Position: Q4 2025 in Review

Marco Investment Management sold out of Aaon (AAON) in Q4 2025, closing a stake of 2,609 shares — an estimated $244K sold.

Marco Investment Management first reported a position in AAON in Q4 2021 and held it in 12 quarters. The position peaked at $343K in Q4 2023. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Marco Investment Management reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Marco Investment Management sold 2,609 Aaon shares in Q4 2025, an estimated $244K.
  • Marco Investment Management first reported a position in Aaon in Q4 2021 and held it in 12 quarters.
  • Marco Investment Management's Aaon position peaked at $343K in Q4 2023.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Marco Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.