ZIM
AAON icon

Zacks Investment Management’s Aaon AAON Stock Holding History

Zacks Investment Management’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 		– Sell
-5,416
Closed -$637K – 652
2024
Q4 		$637K Sell
5,416
-1,009
-16% -$124K 0.01% 460
2024
Q3 		$693K Buy
+6,425
New +$587K 0.01% 449
2024
Q2 		– Sell
-35,383
Closed -$3.12M – 609
2024
Q1 		$3.12M Buy
35,383
+3,792
+12% +$297K 0.03% 257
2023
Q4 		$2.33M Sell
31,591
-6,636
-17% -$409K 0.03% 270
2023
Q3 		$2.17M Sell
38,227
-730
-2% -$46.4K 0.03% 265
2023
Q2 		$2.46M Buy
38,957
+870
+2% +$55K 0.03% 265
2023
Q1 		$2.46M Buy
38,087
+6,818
+22% +$375K 0.03% 259
2022
Q4 		$1.57M Buy
31,269
+291
+0.9% +$13.6K 0.02% 303
2022
Q3 		$1.11M Buy
+30,978
New +$1.19M 0.02% 328
2017
Q2 		– Sell
-39,873
Closed -$940K – 581
2017
Q1 		$940K Buy
39,873
+12,754
+47% +$293K 0.02% 378
2016
Q4 		$598K Sell
27,119
-11,332
-29% -$236K 0.02% 422
2016
Q3 		$739K Sell
38,451
-9,570
-20% -$176K 0.02% 395
2016
Q2 		$881K Buy
+48,021
New +$868K 0.03% 350

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Zacks Investment Management's AAON Position: Q1 2025 in Review

Zacks Investment Management sold out of Aaon (AAON) in Q1 2025, closing a stake of 5,416 shares — an estimated $637K sold.

Zacks Investment Management first reported a position in AAON in Q2 2016 and held it in 13 quarters. The position peaked at $3.12M in Q1 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Zacks Investment Management reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 5,416 Aaon shares in Q1 2025, an estimated $637K.
  • Zacks Investment Management first reported a position in Aaon in Q2 2016 and held it in 13 quarters.
  • Zacks Investment Management's Aaon position peaked at $3.12M in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.