Capital Investment Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $733K | Buy |
2,271
+389
| +21% | +$129K | 0.01% | 403 |
|
|
2025
Q4 | $664K | Buy |
1,882
+33
| +2% | +$11.5K | 0.01% | 418 |
|
|
2025
Q3 | $659K | Buy |
1,849
+6
| +0.3% | +$2.17K | 0.01% | 419 |
|
|
2025
Q2 | $658K | Sell |
1,843
-74
| -4% | -$26.8K | 0.01% | 410 |
|
|
2025
Q1 | $765K | Buy |
1,917
+92
| +5% | +$35.3K | 0.02% | 362 |
|
|
2024
Q4 | $656K | Buy |
1,825
+28
| +2% | +$10.3K | 0.01% | 380 |
|
|
2024
Q3 | $622K | Buy |
1,797
+7
| +0.4% | +$2.29K | 0.01% | 377 |
|
|
2024
Q2 | $526K | Sell |
1,790
-2
| -0.1% | -$591 | 0.01% | 384 |
|
|
2024
Q1 | $598K | Sell |
1,792
-2
| -0.1% | -$620 | 0.01% | 367 |
|
|
2023
Q4 | $522K | Sell |
1,794
-7
| -0.4% | -$2.24K | 0.01% | 374 |
|
|
2023
Q3 | $584K | Sell |
1,801
-76
| -4% | -$25.1K | 0.02% | 329 |
|
|
2023
Q2 | $648K | Sell |
1,877
-4
| -0.2% | -$1.3K | 0.02% | 303 |
|
|
2023
Q1 | $593K | Sell |
1,881
-22
| -1% | -$6.81K | 0.02% | 326 |
|
|
2022
Q4 | $571K | Sell |
1,903
-5
| -0.3% | -$1.46K | 0.02% | 338 |
|
|
2022
Q3 | $511K | Hold |
1,908
| – | – | 0.02% | 335 |
|
|
2022
Q2 | $515K | Hold |
1,908
| – | – | 0.02% | 340 |
|
|
2022
Q1 | $621K | Sell |
1,908
-29
| -1% | -$8.44K | 0.02% | 334 |
|
|
2021
Q4 | $582K | Hold |
1,937
| – | – | 0.02% | 351 |
|
|
2021
Q3 | $554K | Sell |
1,937
-14
| -0.7% | -$3.76K | 0.02% | 350 |
|
|
2021
Q2 | $466K | Buy |
1,951
+7
| +0.4% | +$1.71K | 0.02% | 372 |
|
|
2021
Q1 | $447K | Buy |
1,944
+268
| +16% | +$59K | 0.02% | 364 |
|
|
2020
Q4 | $354K | Hold |
1,676
| – | – | 0.01% | 387 |
|
|
2020
Q3 | $346K | Hold |
1,676
| – | – | 0.02% | 366 |
|
|
2020
Q2 | $323K | Buy |
1,676
+20
| +1% | +$3.73K | 0.02% | 369 |
|
|
2020
Q1 | $273K | Sell |
1,656
-58
| -3% | -$11.9K | 0.02% | 361 |
|
|
2019
Q4 | $357K | Sell |
1,714
-59
| -3% | -$11.7K | 0.02% | 373 |
|
|
2019
Q3 | $343K | Hold |
1,773
| – | – | 0.02% | 367 |
|
|
2019
Q2 | $342K | Buy |
1,773
+117
| +7% | +$21.2K | 0.02% | 363 |
|
|
2019
Q1 | $283K | Hold |
1,656
| – | – | 0.02% | 384 |
|
|
2018
Q4 | $241K | Hold |
1,656
| – | – | 0.02% | 402 |
|
|
2018
Q3 | $255K | Hold |
1,656
| – | – | 0.02% | 421 |
|
|
2018
Q2 | $227K | Hold |
1,656
| – | – | 0.01% | 429 |
|
|
2018
Q1 | $232K | Hold |
1,656
| – | – | 0.02% | 429 |
|
|
2017
Q4 | $222K | Hold |
1,656
| – | – | 0.01% | 429 |
|
|
2017
Q3 | $242K | Hold |
1,656
| – | – | 0.02% | 404 |
|
|
2017
Q2 | $220K | Buy |
+1,656
| New | +$209K | 0.02% | 419 |
|
Other funds holding AON
VCM
VPM
Capital Investment Advisors's AON Position: Q1 2026 in Review
Capital Investment Advisors increased its Aon (AON) stake by 21% in Q1 2026, buying an estimated $129K and bringing the position to 2,271 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #403.
Capital Investment Advisors first reported a position in AON in Q2 2017 and has held it in 36 quarters since. The position peaked at $765K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.
- Capital Investment Advisors held 2,271 shares of Aon worth $733K as of Q1 2026.
- Capital Investment Advisors bought 389 Aon shares in Q1 2026, an estimated $129K.
- Aon made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #403 holding.
- Capital Investment Advisors first reported a position in Aon in Q2 2017 and has held it in 36 quarters since.
- Capital Investment Advisors's Aon position peaked at $765K in Q1 2025.
- 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.
Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.