AWM
AON icon

Accurate Wealth Management’s Aon AON Stock Holding History

Accurate Wealth Management’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.1M Sell
11,494
-338
-3% -$109K 0.39% 52
2026
Q1 		$3.7M Buy
11,832
+7
+0.1% +$2.33K 0.45% 41
2025
Q4 		$4.15M Sell
11,825
-317
-3% -$111K 0.53% 33
2025
Q3 		$4.38M Sell
12,142
-35
-0.3% -$12.7K 0.58% 26
2025
Q2 		$4.37M Buy
12,177
+8
+0.1% +$2.9K 0.67% 25
2025
Q1 		$4.58M Sell
12,169
-43
-0.4% -$16.5K 0.87% 19
2024
Q4 		$4.27M Sell
12,212
-206
-2% -$75.7K 0.82% 22
2024
Q3 		$4.44M Sell
12,418
-299
-2% -$97.8K 0.89% 20
2024
Q2 		$3.78M Sell
12,717
-279
-2% -$82.5K 0.91% 20
2024
Q1 		$4.03M Sell
12,996
-329
-2% -$102K 1.18% 19
2023
Q4 		$3.98M Sell
13,325
-142
-1% -$45.5K 1.24% 16
2023
Q3 		$4.41M Buy
13,467
+13
+0.1% +$4.3K 1.38% 13
2023
Q2 		$4.53M Sell
13,454
-82
-0.6% -$26.6K 1.41% 11
2023
Q1 		$4.33M Buy
13,536
+122
+0.9% +$37.8K 1.49% 14
2022
Q4 		$4.12M Buy
13,414
+26
+0.2% +$7.6K 1.52% 10
2022
Q3 		$5.08M Buy
+13,388
New +$3.78M 2.12% 8

Other funds holding AON

CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Accurate Wealth Management's AON Position: Q2 2026 in Review

Accurate Wealth Management reduced its Aon (AON) stake by 2.9% in Q2 2026, selling an estimated $109K and leaving 11,494 shares worth $4.1M. The position accounts for 0.39% of the portfolio, ranked #52.

Accurate Wealth Management first reported a position in AON in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.08M in Q3 2022. 369 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Accurate Wealth Management held 11,494 shares of Aon worth $4.1M as of Q2 2026.
  • Accurate Wealth Management sold 338 Aon shares in Q2 2026, an estimated $109K.
  • Aon made up 0.39% of Accurate Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Accurate Wealth Management first reported a position in Aon in Q3 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's Aon position peaked at $5.08M in Q3 2022.
  • 369 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.