PCM
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Prelude Capital Management’s Aaon AAON Stock Holding History

Prelude 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
2026
Q1 		$969K Sell
11,706
-16,164
-58% -$1.47M 0.07% 324
2025
Q4 		$2.13M Buy
27,870
+10,770
+63% +$995K 0.16% 143
2025
Q3 		$1.6M Sell
17,100
-38,400
-69% -$3.15M 0.13% 211
2025
Q2 		$4.09M Buy
+55,500
New +$4.87M 0.4% 42
2020
Q4 		– Hold
0
– – – 1217
2020
Q3 		– Hold
0
– – – 1759
2020
Q2 		– Hold
0
– – – 1917
2020
Q1 		– Hold
0
– – – 1367
2019
Q4 		– Hold
0
– – – 1870
2019
Q3 		– Hold
0
– – – 1661
2019
Q2 		– Hold
0
– – – 1606
2015
Q2 		– Sell
-2,700
Closed -$44K – 1652
2015
Q1 		$44K Hold
2,700
– – 0.01% 1360
2014
Q4 		$40K Buy
+2,700
New +$36K 0.01% 1363
2014
Q3 		– Sell
-6,044
Closed -$90K – 1831
2014
Q2 		$90K Buy
6,044
+3,344
+124% +$44.7K 0.01% 1127
2014
Q1 		$33K Buy
+2,700
New +$35.8K 0.01% 1547
2013
Q4 		– Sell
-2,700
Closed -$32K – 1579
2013
Q3 		$32K Sell
2,700
-7,408
-73% -$80.2K 0.01% 1090
2013
Q2 		$99K Buy
+10,108
New +$90.5K 0.03% 647

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VCM
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VPM
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WA
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State Street
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First Trust Advisors
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GCM
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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