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Cypress Wealth Services’s Aon AON Stock Holding History

Cypress Wealth Services’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 		$241K Sell
728
-65
-8% -$21K 0.03% 380
2026
Q1 		$256K Buy
793
+218
+38% +$72.4K 0.04% 331
2025
Q4 		$203K Buy
+575
New +$201K 0.03% 375

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cypress Wealth Services's AON Position: Q2 2026 in Review

Cypress Wealth Services reduced its Aon (AON) stake by 8.2% in Q2 2026, selling an estimated $21K and leaving 728 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #380.

Cypress Wealth Services first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 400 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Cypress Wealth Services held 728 shares of Aon worth $241K as of Q2 2026.
  • Cypress Wealth Services sold 65 Aon shares in Q2 2026, an estimated $21K.
  • Aon made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #380 holding.
  • Cypress Wealth Services first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's Aon position peaked at $256K in Q1 2026.
  • 400 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.