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Nicolet Advisory Services’s Aaon AAON Stock Holding History

Nicolet Advisory Services’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 		$726K Sell
8,509
-868
-9% -$80.2K 0.05% 181
2025
Q3 		$966K Buy
9,377
+214
+2% +$17.5K 0.08% 134
2025
Q2 		$748K Buy
9,163
+86
+0.9% +$7.54K 0.06% 157
2025
Q1 		$730K Buy
9,077
+668
+8% +$68.9K 0.07% 154
2024
Q4 		$1.03M Buy
8,409
+493
+6% +$60.4K 0.09% 115
2024
Q3 		$849K Buy
7,916
+581
+8% +$53.1K 0.08% 135
2024
Q2 		$626K Buy
7,335
+1,534
+26% +$125K 0.06% 157
2024
Q1 		$520K Buy
5,801
+973
+20% +$76.3K 0.05% 170
2023
Q4 		$350K Buy
+4,828
New +$298K 0.04% 218

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

Nicolet Advisory Services's AAON Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Aaon (AAON) stake by 9.3% in Q4 2025, selling an estimated $80.2K and leaving 8,509 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #181.

Nicolet Advisory Services first reported a position in AAON in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2024. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Nicolet Advisory Services held 8,509 shares of Aaon worth $726K as of Q4 2025.
  • Nicolet Advisory Services sold 868 Aaon shares in Q4 2025, an estimated $80.2K.
  • Aaon made up 0.05% of Nicolet Advisory Services's portfolio in Q4 2025, its #181 holding.
  • Nicolet Advisory Services first reported a position in Aaon in Q4 2023 and has held it in 9 quarters since.
  • Nicolet Advisory Services's Aaon position peaked at $1.03M in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.