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Principal Securities’s Aaon AAON Stock Holding History

Principal Securities’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
Q4 		– Sell
-251
Closed -$23.5K – 1349
2025
Q3 		$23.5K Buy
251
+146
+139% +$12K ﹤0.01% 2341
2025
Q2 		$7.74K Buy
105
+69
+192% +$6.05K ﹤0.01% 2726
2025
Q1 		$4.24K Hold
36
– – ﹤0.01% 2828
2024
Q4 		$4.24K Sell
36
-7
-16% -$858 ﹤0.01% 2825
2024
Q3 		$4.64K Buy
43
+24
+126% +$2.19K ﹤0.01% 2700
2024
Q2 		$1.66K Sell
19
-24
-56% -$1.96K ﹤0.01% 2961
2024
Q1 		$3.79K Hold
43
– – ﹤0.01% 2698
2023
Q4 		$3.18K Buy
+43
New +$2.65K ﹤0.01% 2686

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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