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Connecticut Wealth Management’s Aon AON Stock Holding History

Connecticut Wealth Management’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 		$744K Sell
2,244
-100
-4% -$32.3K 0.03% 200
2026
Q1 		$757K Hold
2,344
– – 0.03% 183
2025
Q4 		$827K Hold
2,344
– – 0.04% 176
2025
Q3 		$836K Sell
2,344
-200
-8% -$72.3K 0.04% 171
2025
Q2 		$908K Sell
2,544
-38
-1% -$13.8K 0.04% 162
2025
Q1 		$1.03M Sell
2,582
-30
-1% -$11.5K 0.05% 144
2024
Q4 		$938K Buy
2,612
+85
+3% +$31.3K 0.05% 137
2024
Q3 		$874K Sell
2,527
-85
-3% -$27.8K 0.04% 165
2024
Q2 		$767K Buy
2,612
+100
+4% +$29.6K 0.04% 175
2024
Q1 		$838K Sell
2,512
-85
-3% -$26.4K 0.04% 168
2023
Q4 		$756K Buy
2,597
+736
+40% +$236K 0.04% 171
2023
Q3 		$603K Buy
1,861
+1,070
+135% +$354K 0.04% 157
2023
Q2 		$273K Buy
+791
New +$257K 0.02% 219

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Connecticut Wealth Management's AON Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Aon (AON) stake by 4.3% in Q2 2026, selling an estimated $32.3K and leaving 2,244 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #200.

Connecticut Wealth Management first reported a position in AON in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2025. 531 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Connecticut Wealth Management held 2,244 shares of Aon worth $744K as of Q2 2026.
  • Connecticut Wealth Management sold 100 Aon shares in Q2 2026, an estimated $32.3K.
  • Aon made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Connecticut Wealth Management first reported a position in Aon in Q2 2023 and has held it in 13 quarters since.
  • Connecticut Wealth Management's Aon position peaked at $1.03M in Q1 2025.
  • 531 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.