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CoreCap Advisors’s Aon AON Stock Holding History

CoreCap Advisors’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
Q3 		$7.75K Sell
28
-7
-20% -$2.37K ﹤0.01% 2138
2026
Q2 		$11.6K Buy
35
+3
+9% +$968 ﹤0.01% 2012
2026
Q1 		$10.3K Buy
32
+11
+52% +$3.66K ﹤0.01% 1932
2025
Q4 		$7.41K Sell
21
-5
-19% -$1.75K ﹤0.01% 2076
2025
Q3 		$9.27K Buy
26
+2
+8% +$724 ﹤0.01% 1969
2025
Q2 		$8.56K Sell
24
-15
-38% -$5.43K ﹤0.01% 1935
2025
Q1 		$15.6K Buy
39
+15
+63% +$5.75K ﹤0.01% 1642
2024
Q4 		$8.62K Sell
24
-8
-25% -$2.94K ﹤0.01% 1829
2024
Q3 		$11.1K Hold
32
– – ﹤0.01% 1768
2024
Q2 		$9.39K Buy
32
+13
+68% +$3.84K ﹤0.01% 1068
2024
Q1 		$6.34K Buy
+19
New +$5.89K ﹤0.01% 1861
2022
Q4 		$13.2K Buy
+44
New +$12.9K ﹤0.01% 1452
2022
Q3 		– Sell
-46
Closed -$12K – 608
2022
Q2 		$12K Buy
+46
New +$13.2K ﹤0.01% 1407
2022
Q1 		– Sell
-721
Closed -$217K – 619
2021
Q4 		$217K Buy
+721
New +$216K 0.01% 517

Other funds holding AON

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

CoreCap Advisors's AON Position: Q3 2026 in Review

CoreCap Advisors reduced its Aon (AON) stake by 20% in Q3 2026, selling an estimated $2.37K and leaving 28 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

CoreCap Advisors first reported a position in AON in Q4 2021 and has held it in 14 quarters since. The position peaked at $217K in Q4 2021. 44 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • CoreCap Advisors held 28 shares of Aon worth $7.75K as of Q3 2026.
  • CoreCap Advisors sold 7 Aon shares in Q3 2026, an estimated $2.37K.
  • Aon made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2138 holding.
  • CoreCap Advisors first reported a position in Aon in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Aon position peaked at $217K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.