Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$749K Buy
2,320
+1,625
+234% +$540K 0.01% 1069
2025
Q4
$245K Sell
695
-205
-23% -$71.6K ﹤0.01% 1597
2025
Q3
$321K Buy
900
+52
+6% +$18.8K ﹤0.01% 1420
2025
Q2
$302K Buy
848
+92
+12% +$33.3K ﹤0.01% 1401
2025
Q1
$302K Buy
+756
New +$290K 0.01% 1293
2024
Q4
Sell
-2,604
Closed -$765K 1574
2024
Q3
$765K Hold
2,604
0.02% 814
2024
Q2
$765K Buy
2,604
+812
+45% +$240K 0.02% 814
2024
Q1
$598K Sell
1,792
-2,510
-58% -$778K 0.01% 891
2023
Q4
$1.25M Buy
4,302
+2,503
+139% +$801K 0.03% 554
2023
Q3
$583K Sell
1,799
-149
-8% -$49.3K 0.02% 846
2023
Q2
$673K Sell
1,948
-25
-1% -$8.12K 0.02% 788
2023
Q1
$622K Sell
1,973
-164
-8% -$50.8K 0.02% 807
2022
Q4
$641K Buy
2,137
+18
+0.8% +$5.26K 0.02% 752
2022
Q3
$567K Buy
2,119
+8
+0.4% +$2.26K 0.02% 745
2022
Q2
$569K Buy
+2,111
New +$607K 0.02% 777
2021
Q4
Sell
-1,386
Closed -$396K 1405
2021
Q3
$396K Buy
1,386
+270
+24% +$72.5K 0.01% 973
2021
Q2
$266K Sell
1,116
-581
-34% -$142K 0.01% 1146
2021
Q1
$391K Sell
1,697
-65
-4% -$14.3K 0.01% 922
2020
Q4
$373K Buy
1,762
+1,186
+206% +$242K 0.02% 855
2020
Q3
$119K Buy
+576
New +$115K 0.01% 1172
2020
Q2
Sell
-632
Closed -$104K 1130
2020
Q1
$104K Buy
632
+76
+14% +$15.6K 0.01% 1058
2019
Q4
$116K Buy
556
+240
+76% +$47.5K 0.01% 1098
2019
Q3
$61K Hold
316
﹤0.01% 1273
2019
Q2
$61K Sell
316
-2,112
-87% -$383K ﹤0.01% 1271
2019
Q1
$414K Sell
2,428
-21
-0.9% -$3.4K 0.03% 574
2018
Q4
$356K Buy
2,449
+2,346
+2,278% +$364K 0.03% 540
2018
Q3
$16K Sell
103
-91
-47% -$13.3K ﹤0.01% 1633
2018
Q2
$29K Sell
194
-28
-13% -$3.94K ﹤0.01% 1403
2018
Q1
$31K Buy
222
+47
+27% +$6.58K ﹤0.01% 1486
2017
Q4
$23K Buy
175
+53
+43% +$7.54K ﹤0.01% 1569
2017
Q3
$18K Sell
122
-41
-25% -$5.72K ﹤0.01% 1426
2017
Q2
$22K Buy
163
+32
+24% +$4.05K ﹤0.01% 1318
2017
Q1
$16K Buy
+131
New +$15.1K ﹤0.01% 1305
2016
Q3
$3K Hold
27
﹤0.01% 1655
2016
Q2
$3K Hold
27
﹤0.01% 1531
2016
Q1
$3K Sell
27
-26
-49% -$2.44K ﹤0.01% 1369
2015
Q4
$5K Sell
53
-58
-52% -$5.4K ﹤0.01% 1110
2015
Q3
$10K Hold
111
﹤0.01% 904
2015
Q2
$11K Hold
111
﹤0.01% 848
2015
Q1
$11K Buy
111
+48
+76% +$4.64K ﹤0.01% 806
2014
Q4
$6K Buy
+63
New +$5.63K ﹤0.01% 837

Other funds holding AON