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MJT & Associates Financial Advisory’s Aaon AAON Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-55
Closed -$4.06K – 463
2025
Q2 		$4.06K Hold
55
– – 0.01% 327
2025
Q1 		$4.3K Buy
+55
New +$5.67K ﹤0.01% 320

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

MJT & Associates Financial Advisory's AAON Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Aaon (AAON) in Q3 2025, closing a stake of 55 shares — an estimated $4.06K sold.

MJT & Associates Financial Advisory first reported a position in AAON in Q1 2025 and held it in 2 quarters. The position peaked at $4.3K in Q1 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 55 Aaon shares in Q3 2025, an estimated $4.06K.
  • MJT & Associates Financial Advisory first reported a position in Aaon in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Aaon position peaked at $4.3K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.