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Shelton Capital Management’s Aaon AAON Stock Holding History

Shelton 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
2025
Q4 		– Sell
-2,393
Closed -$224K – 704
2025
Q3 		$224K Buy
+2,393
New +$196K ﹤0.01% 644
2025
Q1 		– Sell
-2,537
Closed -$299K – 699
2024
Q4 		$299K Sell
2,537
-141
-5% -$17.3K 0.01% 509
2024
Q3 		$289K Buy
+2,678
New +$245K 0.01% 522
2024
Q2 		– Sell
-2,972
Closed -$262K – 717
2024
Q1 		$262K Sell
2,972
-168
-5% -$13.2K 0.01% 596
2023
Q4 		$232K Buy
+3,140
New +$194K 0.01% 617
2023
Q3 		– Sell
-3,434
Closed -$217K – 697
2023
Q2 		$217K Sell
3,434
-157
-4% -$9.93K 0.01% 664
2023
Q1 		$231K Buy
+3,591
New +$197K 0.01% 609
2022
Q1 		– Sell
-3,956
Closed -$209K – 810
2021
Q4 		$209K Buy
+3,956
New +$198K 0.01% 773

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GCM
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WA
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CCA
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Morgan Stanley
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William Blair & Company
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CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return