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Wealthspire Advisors (New York)’s Aaon AAON Stock Holding History

Wealthspire Advisors (New York)’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
-114
Closed -$10.7K – 1034
2025
Q3 		$10.7K Buy
+114
New +$9.34K ﹤0.01% 1990

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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 $4.6B AUM 16.08% 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

Wealthspire Advisors (New York)'s AAON Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Aaon (AAON) in Q4 2025, closing a stake of 114 shares — an estimated $10.7K sold.

Wealthspire Advisors (New York) first reported a position in AAON in Q3 2025 and held it in 1 quarter. The position peaked at $10.7K in Q3 2025. 399 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 114 Aaon shares in Q4 2025, an estimated $10.7K.
  • Wealthspire Advisors (New York) first reported a position in Aaon in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Aaon position peaked at $10.7K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.