Curated Wealth Partners’s Aon AON Stock Holding History

Curated Wealth Partners’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	$763K	Buy	108,328 +104,567	+2,780%	+$33.7M	0.1%	187
2026 Q1	$1.21M	Sell	3,761 -95	-2%	-$31.6K	0.15%	53
2025 Q4	$1.36M	Buy	3,856 +709	+23%	+$248K	0.15%	51
2025 Q3	$1.12M	Buy	3,147 +72	+2%	+$26K	0.14%	54
2025 Q2	$1.1M	Buy	3,075 +453	+17%	+$164K	0.13%	49
2025 Q1	$1.05M	Hold	2,622	–	–	0.14%	49
2024 Q4	$942K	Buy	+2,622	New	+$964K	0.11%	54
2022 Q4	–	Sell	-780	Closed	-$209K	–	131
2022 Q3	$209K	Buy	+780	New	+$220K	0.06%	119
2022 Q2	–	Sell	-700	Closed	-$210K	–	132
2022 Q1	$210K	Hold	700	–	–	0.07%	132
2021 Q4	$210K	Sell	700 -48	-6%	-$14.4K	0.07%	136
2021 Q3	$214K	Buy	+748	New	+$201K	0.12%	139

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

Curated Wealth Partners's AON Position: Q2 2026 in Review

Curated Wealth Partners increased its Aon (AON) stake by 2,780% in Q2 2026, buying an estimated $33.7M and bringing the position to 108,328 shares worth $763K. The position accounts for 0.1% of the portfolio, ranked #187.

Curated Wealth Partners first reported a position in AON in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2025. 364 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Curated Wealth Partners held 108,328 shares of Aon worth $763K as of Q2 2026.
Curated Wealth Partners bought 104,567 Aon shares in Q2 2026, an estimated $33.7M.
Aon made up 0.1% of Curated Wealth Partners's portfolio in Q2 2026, its #187 holding.
Curated Wealth Partners first reported a position in Aon in Q3 2021 and has held it in 11 quarters since.
Curated Wealth Partners's Aon position peaked at $1.36M in Q4 2025.
364 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.