Pathstone Holdings
AAON icon

Pathstone Holdings’s Aaon AAON Stock Holding History

Pathstone Holdings’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 		$1.28M Sell
15,419
-585
-4% -$53.2K 0.01% 1284
2025
Q4 		$1.22M Buy
16,004
+1,579
+11% +$146K ﹤0.01% 1296
2025
Q3 		$1.35M Buy
14,425
+5,103
+55% +$418K 0.01% 1257
2025
Q2 		$687K Sell
9,322
-2,737
-23% -$240K ﹤0.01% 1571
2025
Q1 		$942K Sell
12,059
-3,042
-20% -$314K ﹤0.01% 1416
2024
Q4 		$1.78M Sell
15,101
-1,255
-8% -$154K 0.01% 1043
2024
Q3 		$1.76M Buy
16,356
+6,869
+72% +$628K 0.01% 1045
2024
Q2 		$828K Buy
9,487
+1,637
+21% +$133K ﹤0.01% 1430
2024
Q1 		$692K Buy
7,850
+2,733
+53% +$214K ﹤0.01% 1521
2023
Q4 		$378K Buy
+5,117
New +$316K ﹤0.01% 1678

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