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Altium Wealth Management’s Aon AON Stock Holding History

Altium 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
2022
Q2 		$1.1M Buy
4,087
+391
+11% +$112K 0.08% 147
2022
Q1 		$1.2M Buy
3,696
+731
+25% +$213K 0.08% 138
2021
Q4 		$891K Buy
2,965
+613
+26% +$184K 0.06% 167
2021
Q3 		$672K Sell
2,352
-69
-3% -$18.5K 0.05% 188
2021
Q2 		$578K Sell
2,421
-50
-2% -$12.2K 0.04% 204
2021
Q1 		$569K Sell
2,471
-80
-3% -$17.6K 0.05% 193
2020
Q4 		$539K Buy
2,551
+28
+1% +$5.72K 0.05% 182
2020
Q3 		$520K Buy
2,523
+11
+0.4% +$2.2K 0.05% 157
2020
Q2 		$484K Buy
+2,512
New +$468K 0.05% 166
2020
Q1 		– Sell
-1,949
Closed -$406K – 327
2019
Q4 		$406K Sell
1,949
-35
-2% -$6.93K 0.05% 186
2019
Q3 		$384K Buy
1,984
+40
+2% +$7.72K 0.05% 188
2019
Q2 		$375K Buy
1,944
+10
+0.5% +$1.81K 0.05% 191
2019
Q1 		$330K Sell
1,934
-21
-1% -$3.4K 0.05% 204
2018
Q4 		$284K Buy
1,955
+340
+21% +$52.8K 0.05% 214
2018
Q3 		$248K Buy
1,615
+14
+0.9% +$2.05K 0.05% 239
2018
Q2 		$220K Buy
+1,601
New +$226K 0.06% 234

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Altium Wealth Management's AON Position: Q2 2022 in Review

Altium Wealth Management increased its Aon (AON) stake by 11% in Q2 2022, buying an estimated $112K and bringing the position to 4,087 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #147.

Altium Wealth Management first reported a position in AON in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.2M in Q1 2022. 959 funds tracked by Wall St. Rank hold AON as of Q2 2022.

  • Altium Wealth Management held 4,087 shares of Aon worth $1.1M as of Q2 2022.
  • Altium Wealth Management bought 391 Aon shares in Q2 2022, an estimated $112K.
  • Aon made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #147 holding.
  • Altium Wealth Management first reported a position in Aon in Q2 2018 and has held it in 16 quarters since.
  • Altium Wealth Management's Aon position peaked at $1.2M in Q1 2022.
  • 959 funds tracked by Wall St. Rank held Aon as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.