Mercer Global Advisors
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Mercer Global Advisors’s Aaon AAON Stock Holding History

Mercer Global 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
-1,715
Closed -$202K – 2149
2024
Q4 		$202K Buy
+1,715
New +$210K ﹤0.01% 1970
2023
Q4 		– Sell
-3,575
Closed -$203K – 2003
2023
Q3 		$203K Buy
+3,575
New +$227K ﹤0.01% 1760

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

Mercer Global Advisors's AAON Position: Q1 2025 in Review

Mercer Global Advisors sold out of Aaon (AAON) in Q1 2025, closing a stake of 1,715 shares — an estimated $202K sold.

Mercer Global Advisors first reported a position in AAON in Q3 2023 and held it in 2 quarters. The position peaked at $203K in Q3 2023. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Mercer Global Advisors reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 1,715 Aaon shares in Q1 2025, an estimated $202K.
  • Mercer Global Advisors first reported a position in Aaon in Q3 2023 and held it in 2 quarters.
  • Mercer Global Advisors's Aaon position peaked at $203K in Q3 2023.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.