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Morningstar Investment Management’s Aaon AAON Stock Holding History

Morningstar 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
-14,246
Closed -$1.33M – 328
2025
Q3 		$1.33M Buy
+14,246
New +$1.17M 0.05% 309

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

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

Morningstar Investment Management sold out of Aaon (AAON) in Q4 2025, closing a stake of 14,246 shares — an estimated $1.33M sold.

Morningstar Investment Management first reported a position in AAON in Q3 2025 and held it in 1 quarter. The position peaked at $1.33M in Q3 2025. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Morningstar Investment Management reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 14,246 Aaon shares in Q4 2025, an estimated $1.33M.
  • Morningstar Investment Management first reported a position in Aaon in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Aaon position peaked at $1.33M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.