PFG Advisors’s Aaon AAON Stock Holding History

PFG Advisors’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	-19,928	Closed	-$1.47M	–	814
2025 Q2	$1.47M	Sell	19,928 -908	-4%	-$79.6K	0.07%	240
2025 Q1	$1.63M	Buy	20,836 +11,136	+115%	+$1.15M	0.09%	251
2024 Q4	$1.14M	Buy	+9,700	New	+$1.19M	0.07%	279

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

PFG Advisors's AAON Position: Q3 2025 in Review

PFG Advisors sold out of Aaon (AAON) in Q3 2025, closing a stake of 19,928 shares — an estimated $1.47M sold.

PFG Advisors first reported a position in AAON in Q4 2024 and held it in 3 quarters. The position peaked at $1.63M in Q1 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

PFG Advisors reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
PFG Advisors sold 19,928 Aaon shares in Q3 2025, an estimated $1.47M.
PFG Advisors first reported a position in Aaon in Q4 2024 and held it in 3 quarters.
PFG Advisors's Aaon position peaked at $1.63M in Q1 2025.
402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on PFG Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.