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Yarbrough Capital’s Aaon AAON Stock Holding History

Yarbrough Capital’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
Q3 		– Sell
-3,300
Closed -$243K – 157
2025
Q2 		$243K Sell
3,300
-4,684
-59% -$411K 0.01% 150
2025
Q1 		$624K Hold
7,984
– – 0.03% 120
2024
Q4 		$940K Hold
7,984
– – 0.04% 96
2024
Q3 		$861K Buy
7,984
+3,300
+70% +$301K 0.04% 94
2024
Q2 		$409K Buy
+4,684
New +$382K 0.02% 144

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Yarbrough Capital's AAON Position: Q3 2025 in Review

Yarbrough Capital sold out of Aaon (AAON) in Q3 2025, closing a stake of 3,300 shares — an estimated $243K sold.

Yarbrough Capital first reported a position in AAON in Q2 2024 and held it in 5 quarters. The position peaked at $940K in Q4 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Yarbrough Capital reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Yarbrough Capital sold 3,300 Aaon shares in Q3 2025, an estimated $243K.
  • Yarbrough Capital first reported a position in Aaon in Q2 2024 and held it in 5 quarters.
  • Yarbrough Capital's Aaon position peaked at $940K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Yarbrough Capital's 13F filing for Q3 2025, filed 20 Oct 2025.