Polen Capital Management
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Polen Capital Management’s Aaon AAON Stock Holding History

Polen Capital 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
Q3 		– Sell
-3,203
Closed -$236K – 233
2025
Q2 		$236K Sell
3,203
-46,263
-94% -$4.06M ﹤0.01% 237
2025
Q1 		$3.86M Buy
49,466
+17,909
+57% +$1.85M 0.01% 67
2024
Q4 		$3.71M Sell
31,557
-1,371
-4% -$168K 0.01% 76
2024
Q3 		$3.55M Sell
32,928
-1,956
-6% -$179K 0.01% 74
2024
Q2 		$3.04M Buy
+34,884
New +$2.84M 0.01% 73

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Polen Capital Management's AAON Position: Q3 2025 in Review

Polen Capital Management sold out of Aaon (AAON) in Q3 2025, closing a stake of 3,203 shares — an estimated $236K sold.

Polen Capital Management first reported a position in AAON in Q2 2024 and held it in 5 quarters. The position peaked at $3.86M in Q1 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Polen Capital Management reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 3,203 Aaon shares in Q3 2025, an estimated $236K.
  • Polen Capital Management first reported a position in Aaon in Q2 2024 and held it in 5 quarters.
  • Polen Capital Management's Aaon position peaked at $3.86M in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.