Sequoia Financial Advisors’s Aaon AAON Stock Holding History

Sequoia Financial 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
2026 Q1	$206K	Sell	2,484 -1,422	-36%	-$129K	﹤0.01%	1781
2025 Q4	$298K	Buy	3,906 +1,125	+40%	+$104K	﹤0.01%	1565
2025 Q3	$260K	Sell	2,781 -169	-6%	-$13.8K	﹤0.01%	1472
2025 Q2	$218K	Sell	2,950 -247	-8%	-$21.7K	﹤0.01%	1439
2025 Q1	$250K	Buy	3,197 +1,054	+49%	+$109K	﹤0.01%	1154
2024 Q4	$252K	Sell	2,143 -17	-0.8%	-$2.08K	﹤0.01%	1102
2024 Q3	$233K	Buy	+2,160	New	+$197K	﹤0.01%	1100
2024 Q2	–	Sell	-2,731	Closed	-$241K	–	1222
2024 Q1	$241K	Buy	2,731 +21	+0.8%	+$1.65K	﹤0.01%	964
2023 Q4	$200K	Buy	+2,710	New	+$167K	﹤0.01%	1111

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 Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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