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Alliance Wealth Advisors (Utah)’s Aon AON Stock Holding History

Alliance Wealth Advisors (Utah)’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 		– Sell
-1,215
Closed -$392K – 237
2026
Q1 		$392K Sell
1,215
-1,361
-53% -$452K 0.08% 160
2025
Q4 		$909K Sell
2,576
-2,661
-51% -$929K 0.2% 109
2025
Q3 		$1.87M Sell
5,237
-2,190
-29% -$792K 0.44% 69
2025
Q2 		$2.65M Sell
7,427
-668
-8% -$242K 0.64% 52
2025
Q1 		$3.23M Buy
8,095
+5,965
+280% +$2.29M 0.84% 39
2024
Q4 		$765K Sell
2,130
-30
-1% -$11K 0.2% 124
2024
Q3 		$747K Buy
2,160
+31
+1% +$10.1K 0.2% 119
2024
Q2 		$625K Sell
2,129
-23
-1% -$6.8K 0.18% 124
2024
Q1 		$718K Buy
2,152
+252
+13% +$78.1K 0.21% 107
2023
Q4 		$553K Buy
1,900
+29
+2% +$9.28K 0.19% 116
2023
Q3 		$607K Buy
1,871
+52
+3% +$17.2K 0.22% 97
2023
Q2 		$628K Buy
1,819
+80
+5% +$26K 0.23% 101
2023
Q1 		$548K Sell
1,739
-562
-24% -$174K 0.22% 110
2022
Q4 		$691K Buy
+2,301
New +$672K 0.31% 80

Other funds holding AON

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
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AON Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Aon (AON) in Q2 2026, closing a stake of 1,215 shares — an estimated $392K sold.

Alliance Wealth Advisors (Utah) first reported a position in AON in Q4 2022 and held it in 14 quarters. The position peaked at $3.23M in Q1 2025. 291 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,215 Aon shares in Q2 2026, an estimated $392K.
  • Alliance Wealth Advisors (Utah) first reported a position in Aon in Q4 2022 and held it in 14 quarters.
  • Alliance Wealth Advisors (Utah)'s Aon position peaked at $3.23M in Q1 2025.
  • 291 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.