Petrus Trust Company’s Aaon AAON Stock Holding History

Petrus Trust Company’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 Q3	–	Sell	-2,827	Closed	-$208K	–	165
2025 Q2	$208K	Buy	+2,827	New	+$248K	0.02%	451

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Petrus Trust Company's AAON Position: Q3 2025 in Review

Petrus Trust Company sold out of Aaon (AAON) in Q3 2025, closing a stake of 2,827 shares — an estimated $208K sold.

Petrus Trust Company first reported a position in AAON in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

Petrus Trust Company reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 2,827 Aaon shares in Q3 2025, an estimated $208K.
Petrus Trust Company first reported a position in Aaon in Q2 2025 and held it in 1 quarter.
Petrus Trust Company's Aaon position peaked at $208K in Q2 2025.
402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.