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Pinnacle Wealth Planning Services’s Aaon AAON Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.6K Sell
176
-181
-51% -$16.4K ﹤0.01% 1846
2025
Q4 		$27.2K Buy
+357
New +$33K ﹤0.01% 1567
2024
Q4 		– Sell
-3,309
Closed -$357K – 392
2024
Q3 		$357K Hold
3,309
– – 0.05% 253
2024
Q2 		$289K Hold
3,309
– – 0.04% 299
2024
Q1 		$292K Hold
3,309
– – 0.04% 302
2023
Q4 		$244K Buy
+3,309
New +$204K 0.04% 329
2023
Q3 		– Sell
-3,317
Closed -$210K – 452
2023
Q2 		$210K Sell
3,317
-21
-0.6% -$1.33K 0.03% 371
2023
Q1 		$215K Buy
+3,338
New +$184K 0.04% 365
2021
Q1 		– Sell
-168
Closed -$7K – 347
2020
Q4 		$7K Buy
+168
New +$7.1K ﹤0.01% 1496

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