AWE
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Avidian Wealth Enterprises’s Aon AON Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-1,948
Closed -$646K – 755
2026
Q2 		$646K Buy
1,948
+198
+11% +$63.9K 0.02% 418
2026
Q1 		$565K Buy
1,750
+77
+5% +$25.6K 0.02% 410
2025
Q4 		$590K Buy
1,673
+17
+1% +$5.94K 0.02% 341
2025
Q3 		$591K Buy
1,656
+26
+2% +$9.41K 0.02% 334
2025
Q2 		$582K Sell
1,630
-1
-0.1% -$362 0.02% 299
2025
Q1 		$651K Buy
1,631
+53
+3% +$20.3K 0.03% 261
2024
Q4 		$567K Buy
1,578
+26
+2% +$9.56K 0.03% 277
2024
Q3 		$537K Buy
1,552
+34
+2% +$11.1K 0.02% 286
2024
Q2 		$446K Buy
1,518
+60
+4% +$17.7K 0.02% 313
2024
Q1 		$486K Buy
1,458
+44
+3% +$13.6K 0.02% 273
2023
Q4 		$411K Buy
1,414
+64
+5% +$20.5K 0.03% 294
2023
Q3 		$438K Sell
1,350
-2
-0.1% -$662 0.03% 274
2023
Q2 		$467K Sell
1,352
-57
-4% -$18.5K 0.03% 278
2023
Q1 		$444K Buy
1,409
+2
+0.1% +$619 0.02% 313
2022
Q4 		$422K Buy
1,407
+3
+0.2% +$877 0.03% 300
2022
Q3 		$376K Sell
1,404
-1
-0.1% -$283 0.03% 277
2022
Q2 		$379K Sell
1,405
-1
-0.1% -$287 0.03% 310
2022
Q1 		$458K Buy
1,406
+3
+0.2% +$873 0.03% 318
2021
Q4 		$422K Sell
1,403
-19
-1% -$5.7K 0.03% 332
2021
Q3 		$406K Buy
1,422
+12
+0.9% +$3.22K 0.03% 246
2021
Q2 		$337K Buy
1,410
+6
+0.4% +$1.47K 0.03% 291
2021
Q1 		$323K Sell
1,404
-12
-0.8% -$2.64K 0.03% 278
2020
Q4 		$299K Buy
1,416
+3
+0.2% +$612 0.03% 257
2020
Q3 		$291K Buy
1,413
+4
+0.3% +$799 0.03% 222
2020
Q2 		$271K Buy
1,409
+3
+0.2% +$559 0.04% 213
2020
Q1 		$232K Sell
1,406
-523
-27% -$107K 0.04% 178
2019
Q4 		$402K Sell
1,929
-531
-22% -$105K 0.06% 141
2019
Q3 		$476K Buy
+2,460
New +$475K 0.08% 105

Other funds holding AON

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Avidian Wealth Enterprises's AON Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Aon (AON) in Q3 2026, closing a stake of 1,948 shares — an estimated $646K sold.

Avidian Wealth Enterprises first reported a position in AON in Q3 2019 and held it in 28 quarters. The position peaked at $651K in Q1 2025. 44 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Aon position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,948 Aon shares in Q3 2026, an estimated $646K.
  • Avidian Wealth Enterprises first reported a position in Aon in Q3 2019 and held it in 28 quarters.
  • Avidian Wealth Enterprises's Aon position peaked at $651K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.