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Wallace Advisory Group’s Aaon AAON Stock Holding History

Wallace Advisory Group’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
-2,939
Closed -$346K – 173
2025
Q1 		$346K Sell
2,939
-539
-15% -$55.6K 0.24% 123
2024
Q4 		$375K Sell
3,478
-163
-4% -$20K 0.26% 105
2024
Q3 		$318K Hold
3,641
– – 0.23% 114
2024
Q2 		$318K Sell
3,641
-335
-8% -$27.3K 0.23% 118
2024
Q1 		$294K Buy
3,976
+38
+1% +$2.98K 0.22% 123
2023
Q4 		$224K Buy
3,938
+1,102
+39% +$68K 0.18% 142
2023
Q3 		$269K Sell
2,836
-1,493
-34% -$94.9K 0.19% 127
2023
Q2 		$279K Hold
4,329
– – 0.21% 124
2023
Q1 		$279K Buy
4,329
+15
+0.3% +$825 0.21% 124
2022
Q4 		$217K Buy
+4,314
New +$201K 0.17% 138

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wallace Advisory Group's AAON Position: Q2 2025 in Review

Wallace Advisory Group sold out of Aaon (AAON) in Q2 2025, closing a stake of 2,939 shares — an estimated $346K sold.

Wallace Advisory Group first reported a position in AAON in Q4 2022 and held it in 10 quarters. The position peaked at $375K in Q4 2024. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

  • Wallace Advisory Group reported no remaining Aaon position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 2,939 Aaon shares in Q2 2025, an estimated $346K.
  • Wallace Advisory Group first reported a position in Aaon in Q4 2022 and held it in 10 quarters.
  • Wallace Advisory Group's Aaon position peaked at $375K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.