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Elevation Wealth Partners’s Aon AON Stock Holding History

Elevation 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
Q3 		$53.7K Sell
194
-27
-12% -$9.13K 0.02% 370
2026
Q2 		$73.3K Buy
221
+58
+36% +$18.7K 0.02% 228
2026
Q1 		$52.6K Buy
163
+6
+4% +$1.99K 0.02% 234
2025
Q4 		$55.4K Buy
157
+10
+7% +$3.49K 0.02% 228
2025
Q3 		$52.4K Buy
147
+9
+7% +$3.26K 0.02% 242
2025
Q2 		$49.2K Buy
138
+19
+16% +$6.88K 0.02% 239
2025
Q1 		$47.5K Buy
119
+17
+17% +$6.52K 0.02% 231
2024
Q4 		$36.6K Buy
102
+18
+21% +$6.62K 0.02% 262
2024
Q3 		$29.1K Hold
84
– – 0.01% 274
2024
Q2 		$24.7K Hold
84
– – 0.01% 275
2024
Q1 		$28K Hold
84
– – 0.01% 276
2023
Q4 		$27.2K Hold
84
– – 0.02% 258
2023
Q3 		$27.2K Hold
84
– – 0.02% 192
2023
Q2 		$29K Hold
84
– – 0.02% 192
2023
Q1 		$26.5K Buy
+84
New +$26K 0.02% 198

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

Elevation Wealth Partners's AON Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Aon (AON) stake by 12% in Q3 2026, selling an estimated $9.13K and leaving 194 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #370.

Elevation Wealth Partners first reported a position in AON in Q1 2023 and has held it in 15 quarters since. The position peaked at $73.3K in Q2 2026. 44 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Elevation Wealth Partners held 194 shares of Aon worth $53.7K as of Q3 2026.
  • Elevation Wealth Partners sold 27 Aon shares in Q3 2026, an estimated $9.13K.
  • Aon made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #370 holding.
  • Elevation Wealth Partners first reported a position in Aon in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Aon position peaked at $73.3K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.