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Precision Wealth Strategies’s Aaon AAON Stock Holding History

Precision Wealth Strategies’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
-5,441
Closed -$401K – 164
2025
Q2 		$401K Sell
5,441
-1,763
-24% -$155K 0.13% 123
2025
Q1 		$563K Sell
7,204
-994
-12% -$103K 0.43% 45
2024
Q4 		$965K Sell
8,198
-523
-6% -$64.1K 0.75% 23
2024
Q3 		$941K Sell
8,721
-88
-1% -$8.04K 0.87% 22
2024
Q2 		$769K Sell
8,809
-2,222
-20% -$181K 0.79% 27
2024
Q1 		$972K Sell
11,031
-341
-3% -$26.7K 0.92% 23
2023
Q4 		$840K Buy
11,372
+7
+0.1% +$432 0.82% 22
2023
Q3 		$646K Buy
11,365
+362
+3% +$23K 0.7% 23
2023
Q2 		$695K Sell
11,003
-325
-3% -$20.6K 1.14% 19
2023
Q1 		$730K Sell
11,328
-410
-3% -$22.5K 1.15% 18
2022
Q4 		$589K Sell
11,738
-181
-2% -$8.45K 0.61% 27
2022
Q3 		$467K Sell
11,919
-846
-7% -$32.6K 0.41% 51
2022
Q2 		$458K Sell
12,765
-813
-6% -$28.5K 0.36% 53
2022
Q1 		$504K Sell
13,578
-488
-3% -$19.9K 0.3% 69
2021
Q4 		$745K Buy
14,066
+1,628
+13% +$81.4K 0.54% 45
2021
Q3 		$542K Buy
12,438
+2,572
+26% +$112K 0.42% 53
2021
Q2 		$412K Buy
9,866
+1,523
+18% +$67.1K 0.35% 47
2021
Q1 		$389K Buy
8,343
+1,722
+26% +$84.5K 0.37% 38
2020
Q4 		$294K Buy
+6,621
New +$280K 0.32% 38

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

Precision Wealth Strategies's AAON Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Aaon (AAON) in Q3 2025, closing a stake of 5,441 shares — an estimated $401K sold.

Precision Wealth Strategies first reported a position in AAON in Q4 2020 and held it in 19 quarters. The position peaked at $972K in Q1 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 5,441 Aaon shares in Q3 2025, an estimated $401K.
  • Precision Wealth Strategies first reported a position in Aaon in Q4 2020 and held it in 19 quarters.
  • Precision Wealth Strategies's Aaon position peaked at $972K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.