TwinBeech Capital’s Aaon AAON Stock Holding History

TwinBeech Capital’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 Q3	–	Sell	-178,788	Closed	-$13.2M	–	536
2025 Q2	$13.2M	Buy	+178,788	New	+$15.7M	0.3%	94
2025 Q1	–	Sell	-31,366	Closed	-$3.69M	–	681
2024 Q4	$3.69M	Buy	+31,366	New	+$3.85M	0.06%	266
2023 Q4	–	Sell	-126,356	Closed	-$7.19M	–	612
2023 Q3	$7.19M	Buy	126,356 +59,709	+90%	+$3.79M	0.14%	202
2023 Q2	$4.21M	Buy	+66,647	New	+$4.22M	0.08%	270

Other funds holding AAON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TwinBeech Capital's AAON Position: Q3 2025 in Review

TwinBeech Capital sold out of Aaon (AAON) in Q3 2025, closing a stake of 178,788 shares — an estimated $13.2M sold.

TwinBeech Capital first reported a position in AAON in Q2 2023 and held it in 4 quarters. The position peaked at $13.2M in Q2 2025. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

TwinBeech Capital reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 178,788 Aaon shares in Q3 2025, an estimated $13.2M.
TwinBeech Capital first reported a position in Aaon in Q2 2023 and held it in 4 quarters.
TwinBeech Capital's Aaon position peaked at $13.2M in Q2 2025.
402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.