AWA
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Amplius Wealth Advisors’s Aon AON Stock Holding History

Amplius Wealth Advisors’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 		$540K Buy
1,628
+433
+36% +$140K 0.04% 122
2026
Q1 		$386K Buy
1,195
+16
+1% +$5.32K 0.03% 127
2025
Q4 		$416K Buy
1,179
+11
+0.9% +$3.84K 0.03% 121
2025
Q3 		$416K Sell
1,168
-184
-14% -$66.6K 0.04% 125
2025
Q2 		$482K Sell
1,352
-2
-0.1% -$725 0.04% 123
2025
Q1 		$540K Buy
1,354
+47
+4% +$18K 0.06% 108
2024
Q4 		$469K Sell
1,307
-24
-2% -$8.82K 0.05% 112
2024
Q3 		$460K Buy
1,331
+31
+2% +$10.1K 0.05% 103
2024
Q2 		$382K Buy
1,300
+10
+0.8% +$2.96K 0.04% 111
2024
Q1 		$430K Sell
1,290
-16
-1% -$4.96K 0.05% 107
2023
Q4 		$380K Buy
1,306
+466
+55% +$149K 0.05% 113
2023
Q3 		$272K Sell
840
-274
-25% -$90.7K 0.04% 126
2023
Q2 		$384K Buy
1,114
+407
+58% +$132K 0.05% 114
2023
Q1 		$223K Buy
+707
New +$219K 0.03% 149
2022
Q1 		– Sell
-217
Closed -$65K – 215
2021
Q4 		$65K Buy
+217
New +$65.1K 0.01% 295

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
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Amplius Wealth Advisors's AON Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Aon (AON) stake by 36% in Q2 2026, buying an estimated $140K and bringing the position to 1,628 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #122.

Amplius Wealth Advisors first reported a position in AON in Q4 2021 and has held it in 15 quarters since. The position peaked at $540K in Q1 2025. 315 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Amplius Wealth Advisors held 1,628 shares of Aon worth $540K as of Q2 2026.
  • Amplius Wealth Advisors bought 433 Aon shares in Q2 2026, an estimated $140K.
  • Aon made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Amplius Wealth Advisors first reported a position in Aon in Q4 2021 and has held it in 15 quarters since.
  • Amplius Wealth Advisors's Aon position peaked at $540K in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.