Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$576K Sell
1,783
-18
-1% -$5.98K 0.06% 123
2025
Q4
$636K Hold
1,801
0.06% 123
2025
Q3
$642K Hold
1,801
0.06% 124
2025
Q2
$643K Sell
1,801
-134
-7% -$48.6K 0.06% 116
2025
Q1
$772K Sell
1,935
-93
-5% -$35.7K 0.08% 103
2024
Q4
$728K Sell
2,028
-1,330
-40% -$489K 0.08% 112
2024
Q3
$1.16M Hold
3,358
0.12% 92
2024
Q2
$986K Sell
3,358
-1,017
-23% -$301K 0.11% 95
2024
Q1
$1.46M Sell
4,375
-51
-1% -$15.8K 0.17% 82
2023
Q4
$1.29M Sell
4,426
-116
-3% -$37.1K 0.16% 85
2023
Q3
$1.47M Buy
4,542
+11
+0.2% +$3.64K 0.2% 79
2023
Q2
$1.56M Sell
4,531
-10
-0.2% -$3.25K 0.21% 79
2023
Q1
$1.43M Sell
4,541
-121
-3% -$37.5K 0.21% 80
2022
Q4
$1.4M Buy
4,662
+125
+3% +$36.5K 0.2% 78
2022
Q3
$1.22M Hold
4,537
0.2% 78
2022
Q2
$1.22M Hold
4,537
0.19% 80
2022
Q1
$1.48M Buy
4,537
+1,474
+48% +$429K 0.2% 78
2021
Q4
$921K Sell
3,063
-2
-0.1% -$600 0.12% 107
2021
Q3
$876K Sell
3,065
-336
-10% -$90.3K 0.13% 102
2021
Q2
$812K Hold
3,401
0.11% 102
2021
Q1
$783K Buy
3,401
+217
+7% +$47.8K 0.11% 102
2020
Q4
$673K Sell
3,184
-140
-4% -$28.6K 0.1% 111
2020
Q3
$686K Buy
+3,324
New +$664K 0.13% 96
2018
Q4
Sell
-11,962
Closed -$1.84M 156
2018
Q3
$1.84M Sell
11,962
-3,017
-20% -$441K 0.35% 68
2018
Q2
$2.06M Hold
14,979
0.42% 57
2018
Q1
$2.1M Sell
14,979
-335
-2% -$46.9K 0.41% 58
2017
Q4
$2.05M Buy
15,314
+51
+0.3% +$7.26K 0.4% 57
2017
Q3
$2.23M Sell
15,263
-147
-1% -$20.5K 0.46% 54
2017
Q2
$2.05M Sell
15,410
-6,649
-30% -$841K 0.45% 52
2017
Q1
$2.62M Sell
22,059
-6,265
-22% -$723K 0.59% 42
2016
Q4
$3.16M Sell
28,324
-226
-0.8% -$25.2K 0.73% 31
2016
Q3
$3.21M Sell
28,550
-283
-1% -$31.2K 0.77% 25
2016
Q2
$3.15M Buy
28,833
+250
+0.9% +$26.4K 0.88% 22
2016
Q1
$2.98M Buy
28,583
+24
+0.1% +$2.25K 0.83% 26
2015
Q4
$2.63M Buy
28,559
+1,407
+5% +$131K 0.76% 45
2015
Q3
$2.41M Sell
27,152
-343
-1% -$33.2K 0.71% 40
2015
Q2
$2.74M Sell
27,495
-9,411
-25% -$942K 0.73% 38
2015
Q1
$3.55M Buy
36,906
+3,660
+11% +$354K 0.91% 26
2014
Q4
$3.15M Hold
33,246
0.85% 32
2014
Q3
$2.92M Sell
33,246
-6,291
-16% -$549K 0.77% 36
2014
Q2
$3.56M Sell
39,537
-161
-0.4% -$13.9K 0.92% 22
2014
Q1
$3.35M Hold
39,698
0.91% 25
2013
Q4
$3.33M Hold
39,698
0.9% 28
2013
Q3
$2.96M Hold
39,698
0.83% 29
2013
Q2
$2.56M Buy
+39,698
New +$2.52M 0.73% 38

Other funds holding AON