Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$343K Sell
1,063
-278
-21% -$92.4K 0.01% 502
2025
Q4
$473K Buy
1,341
+34
+3% +$11.9K 0.01% 435
2025
Q3
$466K Sell
1,307
-4
-0.3% -$1.45K 0.01% 436
2025
Q2
$468K Buy
1,311
+71
+6% +$25.7K 0.01% 427
2025
Q1
$495K Buy
1,240
+138
+13% +$52.9K 0.01% 407
2024
Q4
$396K Buy
1,102
+342
+45% +$126K 0.01% 444
2024
Q3
$263K Sell
760
-28
-4% -$9.16K 0.01% 507
2024
Q2
$231K Sell
788
-45
-5% -$13.3K 0.01% 525
2024
Q1
$278K Sell
833
-48
-5% -$14.9K 0.01% 511
2023
Q4
$256K Sell
881
-9
-1% -$2.88K 0.01% 510
2023
Q3
$289K Buy
890
+112
+14% +$37.1K 0.01% 487
2023
Q2
$269K Sell
778
-160
-17% -$52K 0.01% 502
2023
Q1
$296K Hold
938
0.01% 474
2022
Q4
$282K Hold
938
0.01% 477
2022
Q3
$252K Hold
938
0.01% 486
2022
Q2
$253K Buy
938
+130
+16% +$37.4K 0.01% 483
2022
Q1
$264K Sell
808
-35
-4% -$10.2K 0.01% 520
2021
Q4
$253K Buy
843
+450
+115% +$135K 0.01% 543
2021
Q3
$112K Hold
393
﹤0.01% 635
2021
Q2
$94K Sell
393
-6
-2% -$1.47K ﹤0.01% 646
2021
Q1
$92K Sell
399
-40
-9% -$8.8K ﹤0.01% 621
2020
Q4
$93K Buy
439
+70
+19% +$14.3K ﹤0.01% 597
2020
Q3
$76K Sell
369
-40
-10% -$7.99K ﹤0.01% 597
2020
Q2
$79K Buy
409
+326
+393% +$60.7K ﹤0.01% 563
2020
Q1
$14K Sell
83
-65
-44% -$13.3K ﹤0.01% 807
2019
Q4
$31K Hold
148
﹤0.01% 755
2019
Q3
$29K Buy
148
+33
+29% +$6.37K ﹤0.01% 729
2019
Q2
$23K Sell
115
-15
-12% -$2.72K ﹤0.01% 773
2019
Q1
$22K Hold
130
﹤0.01% 752
2018
Q4
$19K Hold
130
﹤0.01% 781
2018
Q3
$20K Sell
130
-920
-88% -$135K ﹤0.01% 841
2018
Q2
$144K Buy
1,050
+55
+6% +$7.75K 0.01% 507
2018
Q1
$140K Buy
995
+5
+0.5% +$700 0.01% 513
2017
Q4
$133K Buy
990
+900
+1,000% +$128K 0.01% 535
2017
Q3
$13K Sell
90
-8
-8% -$1.12K ﹤0.01% 919
2017
Q2
$13K Buy
98
+23
+31% +$2.91K ﹤0.01% 911
2017
Q1
$9K Hold
75
﹤0.01% 972
2016
Q4
$8K Hold
75
﹤0.01% 1019
2016
Q3
$8K Sell
75
-65
-46% -$7.17K ﹤0.01% 970
2016
Q2
$15K Hold
140
﹤0.01% 906
2016
Q1
$15K Sell
140
-25
-15% -$2.34K ﹤0.01% 890
2015
Q4
$15K Hold
165
﹤0.01% 905
2015
Q3
$15K Hold
165
﹤0.01% 900
2015
Q2
$16K Sell
165
-365
-69% -$36.5K ﹤0.01% 902
2015
Q1
$51K Hold
530
﹤0.01% 642
2014
Q4
$50K Hold
530
﹤0.01% 647
2014
Q3
$46K Sell
530
-10
-2% -$873 ﹤0.01% 676
2014
Q2
$49K Sell
540
-110
-17% -$9.52K ﹤0.01% 677
2014
Q1
$55K Sell
650
-25
-4% -$2.08K ﹤0.01% 652
2013
Q4
$57K Hold
675
﹤0.01% 641
2013
Q3
$50K Hold
675
﹤0.01% 649
2013
Q2
$43K Buy
+675
New +$42.8K ﹤0.01% 638

Other funds holding AON