Diversify Advisory Services’s Aon AON Stock Holding History

Diversify Advisory 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 Q3	$793K	Sell	2,765 -879	-24%	-$297K	0.01%	742
2026 Q2	$1.34M	Buy	3,644 +2,837	+352%	+$915K	0.02%	536
2026 Q1	$260K	Sell	807 -1,592	-66%	-$529K	0.04%	183
2025 Q4	$825K	Sell	2,399 -230	-9%	-$80.3K	0.03%	446
2025 Q3	$894K	Sell	2,629 -105	-4%	-$38K	0.03%	399
2025 Q2	$995K	Buy	2,734 +583	+27%	+$211K	0.04%	331
2025 Q1	$753K	Buy	2,151 +1,349	+168%	+$517K	0.05%	271
2024 Q4	$280K	Buy	+802	New	+$295K	0.02%	501
2024 Q2	–	Sell	-674	Closed	-$222K	–	635
2024 Q1	$222K	Buy	+674	New	+$209K	0.01%	589

Other funds holding AON

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Diversify Advisory Services's AON Position: Q3 2026 in Review

Diversify Advisory Services reduced its Aon (AON) stake by 24% in Q3 2026, selling an estimated $297K and leaving 2,765 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #742.

Diversify Advisory Services first reported a position in AON in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q2 2026. 211 funds tracked by Wall St. Rank hold AON as of Q3 2026.

Diversify Advisory Services held 2,765 shares of Aon worth $793K as of Q3 2026.
Diversify Advisory Services sold 879 Aon shares in Q3 2026, an estimated $297K.
Aon made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #742 holding.
Diversify Advisory Services first reported a position in Aon in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Aon position peaked at $1.34M in Q2 2026.
211 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.