Tidal Investments’s Aaon AAON Stock Holding History

Tidal Investments’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	$12.6M	Sell	152,380 -70,639	-32%	-$6.42M	0.04%	482
2025 Q4	$17M	Buy	223,019 +59,673	+37%	+$5.51M	0.07%	331
2025 Q3	$15.3M	Buy	163,346 +8,372	+5%	+$686K	0.06%	362
2025 Q2	$11.4M	Sell	154,974 -2,080	-1%	-$182K	0.07%	297
2025 Q1	$12.3M	Buy	157,054 +17,000	+12%	+$1.75M	0.1%	238
2024 Q4	$16.5M	Buy	140,054 +126,520	+935%	+$15.5M	0.14%	202
2024 Q3	$1.46M	Buy	13,534 +732	+6%	+$66.9K	0.02%	797
2024 Q2	$1.12M	Sell	12,802 -2,626	-17%	-$214K	0.02%	831
2024 Q1	$1.36M	Buy	15,428 +10,922	+242%	+$856K	0.02%	733
2023 Q4	$333K	Buy	4,506 +270	+6%	+$16.7K	0.01%	1130
2023 Q3	$241K	Buy	4,236 +610	+17%	+$38.8K	0.01%	1142
2023 Q2	$229K	Buy	+3,626	New	+$229K	0.01%	1154

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