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U.S. Capital Wealth Advisors’s Aaon AAON Stock Holding History

U.S. Capital Wealth Advisors’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
Q2 		– Sell
-25,133
Closed -$1.96M – 887
2025
Q1 		$1.96M Buy
+25,133
New +$2.59M 0.06% 289

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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's AAON Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of Aaon (AAON) in Q2 2025, closing a stake of 25,133 shares — an estimated $1.96M sold.

U.S. Capital Wealth Advisors first reported a position in AAON in Q1 2025 and held it in 1 quarter. The position peaked at $1.96M in Q1 2025. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

  • U.S. Capital Wealth Advisors reported no remaining Aaon position as of Q2 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 25,133 Aaon shares in Q2 2025, an estimated $1.96M.
  • U.S. Capital Wealth Advisors first reported a position in Aaon in Q1 2025 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Aaon position peaked at $1.96M in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.