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Apella Capital’s Aon AON Stock Holding History

Apella Capital’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 		$358K Buy
996
+4
+0.4% +$1.29K 0.01% 555
2026
Q1 		$329K Buy
992
+193
+24% +$64.1K ﹤0.01% 531
2025
Q4 		$282K Buy
799
+23
+3% +$8.03K 0.01% 454
2025
Q3 		$266K Sell
776
-10
-1% -$3.62K 0.01% 411
2025
Q2 		$278K Buy
786
+16
+2% +$5.8K 0.01% 363
2025
Q1 		$288K Buy
+770
New +$295K 0.01% 311

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
NONA
Ninety One North America New York $2.13B AUM 9.16% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Apella Capital's AON Position: Q2 2026 in Review

Apella Capital increased its Aon (AON) stake by 0.4% in Q2 2026, buying an estimated $1.29K and bringing the position to 996 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #555.

Apella Capital first reported a position in AON in Q1 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Apella Capital held 996 shares of Aon worth $358K as of Q2 2026.
  • Apella Capital bought 4 Aon shares in Q2 2026, an estimated $1.29K.
  • Aon made up 0.01% of Apella Capital's portfolio in Q2 2026, its #555 holding.
  • Apella Capital first reported a position in Aon in Q1 2025 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.