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Catalyst Financial Partners’s Aon AON Stock Holding History

Catalyst Financial Partners’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 		$418K Sell
1,260
-19
-1% -$6.13K 0.04% 253
2026
Q1 		$413K Buy
1,279
+57
+5% +$18.9K 0.05% 233
2025
Q4 		$431K Sell
1,222
-39
-3% -$13.6K 0.05% 201
2025
Q3 		$450K Sell
1,261
-92
-7% -$33.3K 0.05% 183
2025
Q2 		$483K Buy
1,353
+153
+13% +$55.4K 0.05% 168
2025
Q1 		$479K Buy
1,200
+30
+3% +$11.5K 0.09% 155
2024
Q4 		$420K Buy
1,170
+78
+7% +$28.7K 0.08% 157
2024
Q3 		$378K Buy
1,092
+40
+4% +$13.1K 0.07% 166
2024
Q2 		$309K Buy
1,052
+10
+1% +$2.96K 0.07% 184
2024
Q1 		$318K Sell
1,042
-37
-3% -$11.5K 0.08% 163
2023
Q4 		$314K Buy
1,079
+47
+5% +$15K 0.09% 158
2023
Q3 		$335K Buy
1,032
+51
+5% +$16.9K 0.11% 144
2023
Q2 		$339K Buy
981
+149
+18% +$48.4K 0.12% 121
2023
Q1 		$262K Sell
832
-43
-5% -$13.3K 0.11% 137
2022
Q4 		$263K Buy
+875
New +$256K 0.14% 127

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Catalyst Financial Partners's AON Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Aon (AON) stake by 1.5% in Q2 2026, selling an estimated $6.13K and leaving 1,260 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #253.

Catalyst Financial Partners first reported a position in AON in Q4 2022 and has held it in 15 quarters since. The position peaked at $483K in Q2 2025. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Catalyst Financial Partners held 1,260 shares of Aon worth $418K as of Q2 2026.
  • Catalyst Financial Partners sold 19 Aon shares in Q2 2026, an estimated $6.13K.
  • Aon made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #253 holding.
  • Catalyst Financial Partners first reported a position in Aon in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Aon position peaked at $483K in Q2 2025.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.