Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-517
Closed -$206K 325
2025
Q1
$206K Buy
+517
New +$198K 0.01% 291
2024
Q2
Sell
-733
Closed -$244K 286
2024
Q1
$244K Buy
+733
New +$227K 0.01% 248
2023
Q3
Sell
-825
Closed -$285K 255
2023
Q2
$285K Buy
+825
New +$268K 0.02% 196

Other funds holding AON

Annex Advisory Services's AON Position: Q2 2025 in Review

Annex Advisory Services sold out of Aon (AON) in Q2 2025, closing a stake of 517 shares — an estimated $206K sold.

Annex Advisory Services first reported a position in AON in Q2 2023 and held it in 3 quarters. The position peaked at $285K in Q2 2023. 1,225 funds tracked by Wall St. Rank hold AON as of Q2 2025.

  • Annex Advisory Services reported no remaining Aon position as of Q2 2025 after selling out during the quarter.
  • Annex Advisory Services sold 517 Aon shares in Q2 2025, an estimated $206K.
  • Annex Advisory Services first reported a position in Aon in Q2 2023 and held it in 3 quarters.
  • Annex Advisory Services's Aon position peaked at $285K in Q2 2023.
  • 1,225 funds tracked by Wall St. Rank held Aon as of Q2 2025.

Based on Annex Advisory Services's 13F filing for Q2 2025, filed 11 Jul 2025.