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Parkworth Wealth Management’s Aaon AAON Stock Holding History

Parkworth Wealth 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
Q2 		$148 Hold
2
– – ﹤0.01% 1031
2025
Q1 		$156 Hold
2
– – ﹤0.01% 798
2024
Q4 		$235 Buy
+2
New +$245 ﹤0.01% 701

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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parkworth Wealth Management's AAON Position: Q2 2025 in Review

Parkworth Wealth Management held its Aaon (AAON) position steady in Q2 2025 at 2 shares worth $148. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Parkworth Wealth Management first reported a position in AAON in Q4 2024 and has held it in 3 quarters since. The position peaked at $235 in Q4 2024. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Aaon worth $148 as of Q2 2025.
  • Parkworth Wealth Management left its Aaon share count unchanged in Q2 2025.
  • Aaon made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1031 holding.
  • Parkworth Wealth Management first reported a position in Aaon in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Aaon position peaked at $235 in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.