Aaon shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Aaon (AAON) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Aaon
Tip: Access up to 7 years of quarterly data
All positions including Aaon held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Aaon by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.9M | 23k | 82.75 |
| 2025-12-31 | $868k | 11k | 76.25 |
| 2025-09-30 | $962k | 10k | 93.44 |
| 2025-06-30 | $756k | 10k | 73.75 |
| 2025-03-31 | $697k | 8.9k | 78.13 |
| 2024-12-31 | $1.3M | 11k | 117.68 |
| 2024-09-30 | $949k | 8.8k | 107.84 |
| 2024-06-30 | $760k | 8.7k | 87.24 |
| 2024-03-31 | $582k | 6.6k | 88.10 |
| 2023-12-31 | $905k | 12k | 73.87 |
| 2023-09-30 | $656k | 12k | 56.87 |
| 2023-06-30 | $360k | 3.8k | 94.80 |
| 2023-03-31 | $403k | 4.2k | 96.68 |
| 2022-12-31 | $330k | 4.4k | 75.31 |
| 2022-09-30 | $276k | 5.1k | 53.83 |
| 2022-06-30 | $255k | 4.7k | 54.82 |
| 2022-03-31 | $168k | 3.0k | 55.83 |
| 2021-12-31 | $163k | 2.1k | 79.24 |
| 2021-09-30 | $134k | 2.0k | 65.49 |
| 2021-06-30 | $124k | 2.0k | 63.01 |
| 2021-03-31 | $142k | 2.0k | 69.85 |
| 2020-12-31 | $5.0k | 80 | 62.50 |
| 2019-06-30 | $4.0k | 79 | 50.63 |
| 2019-03-31 | $5.0k | 98 | 51.02 |
| 2018-12-31 | $7.0k | 188 | 37.23 |
| 2018-09-30 | $4.0k | 119 | 33.61 |
| 2018-06-30 | $6.0k | 185 | 32.43 |
| 2018-03-31 | $8.0k | 219 | 36.53 |
| 2017-12-31 | $7.0k | 185 | 37.84 |
More positions owned by Captrust Financial Advisors
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