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Washington Trust Advisors’s Aaon AAON Stock Holding History

Washington Trust 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
Q4 		– Sell
-119
Closed -$11.1K – 586
2025
Q3 		$11.1K Hold
119
– – ﹤0.01% 507
2025
Q2 		$8.78K Buy
119
+19
+19% +$1.67K ﹤0.01% 498
2025
Q1 		$7.81K Buy
100
+27
+37% +$2.78K ﹤0.01% 504
2024
Q4 		$8.59K Hold
73
– – ﹤0.01% 499
2024
Q3 		$7.87K Buy
+73
New +$6.67K ﹤0.01% 517

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Washington Trust Advisors's AAON Position: Q4 2025 in Review

Washington Trust Advisors sold out of Aaon (AAON) in Q4 2025, closing a stake of 119 shares — an estimated $11.1K sold.

Washington Trust Advisors first reported a position in AAON in Q3 2024 and held it in 5 quarters. The position peaked at $11.1K in Q3 2025. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Washington Trust Advisors reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Washington Trust Advisors sold 119 Aaon shares in Q4 2025, an estimated $11.1K.
  • Washington Trust Advisors first reported a position in Aaon in Q3 2024 and held it in 5 quarters.
  • Washington Trust Advisors's Aaon position peaked at $11.1K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.