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Beaird Harris Wealth Management’s Aon AON Stock Holding History

Beaird Harris Wealth Management’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 		$3.71K Hold
11
– – ﹤0.01% 472
2026
Q1 		$3.62K Hold
11
– – ﹤0.01% 442
2025
Q4 		$3.95K Sell
11
-4
-27% -$1.4K ﹤0.01% 458
2025
Q3 		$5.42K Buy
15
+1
+7% +$362 ﹤0.01% 418
2025
Q2 		$5.07K Buy
14
+3
+27% +$1.09K ﹤0.01% 422
2025
Q1 		$4.39K Hold
11
– – ﹤0.01% 395
2024
Q4 		$3.95K Hold
11
– – ﹤0.01% 392
2024
Q3 		$3.81K Hold
11
– – ﹤0.01% 394
2024
Q2 		$3.23K Hold
11
– – ﹤0.01% 487
2024
Q1 		$3.67K Hold
11
– – ﹤0.01% 421
2023
Q4 		$3.2K Buy
+11
New +$3.52K ﹤0.01% 421
2023
Q1 		– Sell
-32
Closed -$9.6K – 497
2022
Q4 		$9.6K Buy
+32
New +$9.35K ﹤0.01% 330

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 $19.6B 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 $77B AUM 50.57% 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
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return