Orion Portfolio Solutions’s Aaon AAON Stock Holding History

Orion Portfolio Solutions’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	$405K	Buy	5,185 +2,609	+101%	+$269K	﹤0.01%	1500
2024 Q4	$303K	Buy	2,576 +602	+30%	+$73.8K	﹤0.01%	1555
2024 Q3	$213K	Buy	+1,974	New	+$180K	﹤0.01%	1686
2023 Q2	–	Sell	-3,872	Closed	-$250K	–	1620
2023 Q1	$250K	Buy	+3,872	New	+$213K	﹤0.01%	1414
2020 Q3	–	Sell	-11	Closed	–	–	443
2020 Q2	$0	Buy	+11	New	+$370	﹤0.01%	2155

Other funds holding AAON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Orion Portfolio Solutions's AAON Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Aaon (AAON) stake by 101% in Q1 2025, buying an estimated $269K and bringing the position to 5,185 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Orion Portfolio Solutions first reported a position in AAON in Q2 2020 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

Orion Portfolio Solutions held 5,185 shares of Aaon worth $405K as of Q1 2025.
Orion Portfolio Solutions bought 2,609 Aaon shares in Q1 2025, an estimated $269K.
Aaon made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1500 holding.
Orion Portfolio Solutions first reported a position in Aaon in Q2 2020 and has held it in 5 quarters since.
384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.