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Parcion Private Wealth’s Aaon AAON Stock Holding History

Parcion Private Wealth’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
2026
Q1 		– Sell
-10,764
Closed -$821K – 436
2025
Q4 		$821K Sell
10,764
-737
-6% -$68.1K 0.05% 170
2025
Q3 		$1.07M Buy
11,501
+52
+0.5% +$4.26K 0.07% 130
2025
Q2 		$844K Hold
11,449
– – 0.06% 133
2025
Q1 		$895K Sell
11,449
-1,470
-11% -$152K 0.07% 128
2024
Q4 		$1.52M Hold
12,919
– – 0.12% 102
2024
Q3 		$1.39M Sell
12,919
-4,228
-25% -$386K 0.12% 104
2024
Q2 		$1.5M Sell
17,147
-1,369
-7% -$112K 0.14% 93
2024
Q1 		$1.63M Hold
18,516
– – 0.14% 92
2023
Q4 		$1.37M Buy
18,516
+6,736
+57% +$415K 0.13% 98
2023
Q3 		$670K Buy
+11,780
New +$749K 0.07% 119

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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