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Penn Mutual Asset Management’s Aaon AAON Stock Holding History

Penn Mutual Asset 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
Q4 		– Sell
-6,500
Closed -$607K – 13
2025
Q3 		$607K Hold
6,500
– – 1.18% 26
2025
Q2 		$479K Buy
6,500
+1,500
+30% +$131K 0.85% 29
2025
Q1 		$391K Buy
+5,000
New +$516K 0.75% 40

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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 $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Penn Mutual Asset Management's AAON Position: Q4 2025 in Review

Penn Mutual Asset Management sold out of Aaon (AAON) in Q4 2025, closing a stake of 6,500 shares — an estimated $607K sold.

Penn Mutual Asset Management first reported a position in AAON in Q1 2025 and held it in 3 quarters. The position peaked at $607K in Q3 2025. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Penn Mutual Asset Management reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Penn Mutual Asset Management sold 6,500 Aaon shares in Q4 2025, an estimated $607K.
  • Penn Mutual Asset Management first reported a position in Aaon in Q1 2025 and held it in 3 quarters.
  • Penn Mutual Asset Management's Aaon position peaked at $607K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Penn Mutual Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.