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Tradition Wealth Management’s Aaon AAON Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-1,808
Closed -$213K – 440
2024
Q4 		$213K Buy
+1,808
New +$222K 0.02% 388
2024
Q1 		– Sell
-1,803
Closed -$133K – 395
2023
Q4 		$133K Buy
1,803
+5
+0.3% +$308 0.01% 392
2023
Q3 		$102K Buy
1,798
+2
+0.1% +$127 0.01% 432
2023
Q2 		$114K Buy
1,796
+2
+0.1% +$127 0.01% 422
2023
Q1 		$116K Hold
1,794
– – 0.01% 402
2022
Q4 		$90K Hold
1,794
– – 0.01% 402
2022
Q3 		$64K Buy
+1,794
New +$69.2K 0.01% 453

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Tradition Wealth Management's AAON Position: Q1 2025 in Review

Tradition Wealth Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 1,808 shares — an estimated $213K sold.

Tradition Wealth Management first reported a position in AAON in Q3 2022 and held it in 7 quarters. The position peaked at $213K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Tradition Wealth Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 1,808 Aaon shares in Q1 2025, an estimated $213K.
  • Tradition Wealth Management first reported a position in Aaon in Q3 2022 and held it in 7 quarters.
  • Tradition Wealth Management's Aaon position peaked at $213K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Tradition Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.