Center for Financial Planning’s Aon AON Stock Holding History

Center for Financial Planning’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	$217K	Hold	653	–	–	0.02%	170
2026 Q1	$211K	Hold	653	–	–	0.02%	170
2025 Q4	$230K	Hold	653	–	–	0.02%	163
2025 Q3	$233K	Hold	653	–	–	0.02%	158
2025 Q2	$233K	Hold	653	–	–	0.03%	153
2025 Q1	$261K	Hold	653	–	–	0.03%	139
2024 Q4	$235K	Hold	653	–	–	0.03%	141
2024 Q3	$226K	Sell	653 -200	-23%	-$65.4K	0.03%	147
2024 Q2	$250K	Hold	853	–	–	0.04%	133
2024 Q1	$285K	Hold	853	–	–	0.04%	124
2023 Q4	$248K	Hold	853	–	–	0.05%	127
2023 Q3	$277K	Hold	853	–	–	0.06%	109
2023 Q2	$294K	Hold	853	–	–	0.06%	109
2023 Q1	$269K	Hold	853	–	–	0.06%	116
2022 Q4	$256K	Hold	853	–	–	0.06%	117
2022 Q3	$228K	Hold	853	–	–	0.06%	113
2022 Q2	$230K	Hold	853	–	–	0.06%	116
2022 Q1	$278K	Hold	853	–	–	0.06%	113
2021 Q4	$256K	Hold	853	–	–	0.05%	118
2021 Q3	$244K	Hold	853	–	–	0.06%	112
2021 Q2	$204K	Hold	853	–	–	0.05%	121
2021 Q1	$196K	Sell	853 -853	-50%	-$188K	0.05%	123
2020 Q4	$360K	Hold	1,706	–	–	0.1%	84
2020 Q3	$352K	Hold	1,706	–	–	0.11%	81
2020 Q2	$329K	Sell	1,706 -24	-1%	-$4.47K	0.11%	76
2020 Q1	$286K	Buy	1,730 +24	+1%	+$4.91K	0.1%	83
2019 Q4	$355K	Buy	+1,706	New	+$338K	0.09%	86

Other funds holding AON

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Center for Financial Planning's AON Position: Q2 2026 in Review

Center for Financial Planning held its Aon (AON) position steady in Q2 2026 at 653 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #170.

Center for Financial Planning first reported a position in AON in Q4 2019 and has held it in 27 quarters since. The position peaked at $360K in Q4 2020. 326 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Center for Financial Planning held 653 shares of Aon worth $217K as of Q2 2026.
Center for Financial Planning left its Aon share count unchanged in Q2 2026.
Aon made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #170 holding.
Center for Financial Planning first reported a position in Aon in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Aon position peaked at $360K in Q4 2020.
326 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.