Xponance’s Aaon AAON Stock Holding History

Xponance’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
2026 Q1	$1.23M	Buy	14,857 +1,739	+13%	+$158K	0.01%	677
2025 Q4	$1M	Sell	13,118 -983	-7%	-$90.8K	0.01%	690
2025 Q3	$1.32M	Buy	14,101 +236	+2%	+$19.3K	0.01%	642
2025 Q2	$1.02M	Sell	13,865 -81	-0.6%	-$7.1K	0.01%	691
2025 Q1	$1.09M	Buy	13,946 +235	+2%	+$24.2K	0.01%	662
2024 Q4	$1.61M	Buy	13,711 +297	+2%	+$36.4K	0.01%	578
2024 Q3	$1.45M	Sell	13,414 -314	-2%	-$28.7K	0.01%	604
2024 Q2	$1.2M	Buy	13,728 +9,619	+234%	+$784K	0.01%	633
2024 Q1	$362K	Sell	4,109 -9	-0.2%	-$705	﹤0.01%	1030
2023 Q4	$304K	Buy	4,118 +114	+3%	+$7.03K	﹤0.01%	1061
2023 Q3	$228K	Buy	4,004 +33	+0.8%	+$2.1K	﹤0.01%	1096
2023 Q2	$251K	Buy	3,971 +153	+4%	+$9.68K	﹤0.01%	1092
2023 Q1	$246K	Buy	+3,818	New	+$210K	﹤0.01%	1087

Other funds holding AAON

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

William Blair & Company

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return