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Yorktown Management & Research Company’s Aaon AAON Stock Holding History

Yorktown Management & Research Company’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
-4,500
Closed -$332K – 207
2025
Q2 		$332K Sell
4,500
-1,700
-27% -$149K 0.32% 148
2025
Q1 		$484K Hold
6,200
– – 0.53% 63
2024
Q4 		$730K Hold
6,200
– – 0.7% 31
2024
Q3 		$669K Buy
+6,200
New +$566K 0.69% 37

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

Yorktown Management & Research Company's AAON Position: Q3 2025 in Review

Yorktown Management & Research Company sold out of Aaon (AAON) in Q3 2025, closing a stake of 4,500 shares — an estimated $332K sold.

Yorktown Management & Research Company first reported a position in AAON in Q3 2024 and held it in 4 quarters. The position peaked at $730K in Q4 2024. 402 funds tracked by Wall St. Rank hold AAON as of Q3 2025.

  • Yorktown Management & Research Company reported no remaining Aaon position as of Q3 2025 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,500 Aaon shares in Q3 2025, an estimated $332K.
  • Yorktown Management & Research Company first reported a position in Aaon in Q3 2024 and held it in 4 quarters.
  • Yorktown Management & Research Company's Aaon position peaked at $730K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Aaon as of Q3 2025.

Based on Yorktown Management & Research Company's 13F filing for Q3 2025, filed 29 Oct 2025.