Waratah Capital Advisors’s Aaon AAON Stock Holding History

Waratah Capital 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 Q1	–	Sell	-3,690	Closed	-$434K	–	172
2024 Q4	$434K	Buy	+3,690	New	+$452K	0.01%	140

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Waratah Capital Advisors's AAON Position: Q1 2025 in Review

Waratah Capital Advisors sold out of Aaon (AAON) in Q1 2025, closing a stake of 3,690 shares — an estimated $434K sold.

Waratah Capital Advisors first reported a position in AAON in Q4 2024 and held it in 1 quarter. The position peaked at $434K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

Waratah Capital Advisors reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
Waratah Capital Advisors sold 3,690 Aaon shares in Q1 2025, an estimated $434K.
Waratah Capital Advisors first reported a position in Aaon in Q4 2024 and held it in 1 quarter.
Waratah Capital Advisors's Aaon position peaked at $434K in Q4 2024.
384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Waratah Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.