Rise Advisors’s Aaon AAON Stock Holding History

Rise Advisors’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	-176	Closed	-$16.4K	–	102
2025 Q3	$16.4K	Hold	176	–	–	0.01%	698
2025 Q2	$13K	Buy	176 +6	+4%	+$526	0.01%	833
2025 Q1	$13.3K	Buy	+170	New	+$17.5K	0.01%	784
2024 Q4	–	Sell	-13	Closed	-$1.45K	–	1118
2024 Q3	$1.45K	Hold	13	–	–	﹤0.01%	1146
2024 Q2	$1.17K	Sell	13 -10	-43%	-$815	﹤0.01%	1152
2024 Q1	$2.06K	Sell	23 -30	-57%	-$2.35K	﹤0.01%	1139
2023 Q4	$3.94K	Hold	53	–	–	﹤0.01%	399
2023 Q3	$3.03K	Sell	53 -1	-2%	-$64	﹤0.01%	420
2023 Q2	$3.37K	Buy	54 +1	+2%	+$63	﹤0.01%	452
2023 Q1	$3.43K	Hold	53	–	–	﹤0.01%	501
2022 Q4	$2.67K	Hold	53	–	–	﹤0.01%	525
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	523
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	530
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	512
2021 Q4	$2.79K	Buy	+53	New	+$2.65K	﹤0.01%	484

Other funds holding AAON

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return