Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$214K Hold
645
0.01% 270
2026
Q1
$208K Hold
645
0.01% 259
2025
Q4
$228K Buy
+645
New +$225K 0.02% 249

Other funds holding AON

Appleton Partners's AON Position: Q2 2026 in Review

Appleton Partners held its Aon (AON) position steady in Q2 2026 at 645 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #270.

Appleton Partners first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Appleton Partners held 645 shares of Aon worth $214K as of Q2 2026.
  • Appleton Partners left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #270 holding.
  • Appleton Partners first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • Appleton Partners's Aon position peaked at $228K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.