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BOLTON SECURITIES CORPORATION’s Aaon AAON Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$2.32M Buy
+29,680
New +$3.06M 0.14% 183

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AAON Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Aaon (AAON) in Q1 2025: 29,680 shares worth $2.32M. The stake represents 0.14% of the portfolio and ranks #183 among its holdings.

387 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 29,680 shares of Aaon worth $2.32M as of Q1 2025.
  • Aaon was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • Aaon made up 0.14% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #183 holding.
  • 387 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.