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Summit Wealth Group (Colorado)’s Aaon AAON Stock Holding History

Summit Wealth Group (Colorado)’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
-13,214
Closed -$751K – 275
2025
Q3 		$751K Buy
+13,214
New +$1.08M 0.08% 205

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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 $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AAON Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Aaon (AAON) in Q4 2025, closing a stake of 13,214 shares — an estimated $751K sold.

Summit Wealth Group (Colorado) first reported a position in AAON in Q3 2025 and held it in 1 quarter. The position peaked at $751K in Q3 2025. 400 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 13,214 Aaon shares in Q4 2025, an estimated $751K.
  • Summit Wealth Group (Colorado) first reported a position in Aaon in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Aaon position peaked at $751K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.