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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
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

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
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

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

Elevation Wealth Partners increased its Aon (AON) stake by 36% in Q2 2026, buying an estimated $18.7K and bringing the position to 221 shares worth $73.3K. The position accounts for 0.02% of the portfolio, ranked #228.

Elevation Wealth Partners first reported a position in AON in Q1 2023 and has held it in 14 quarters since. 438 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Elevation Wealth Partners held 221 shares of Aon worth $73.3K as of Q2 2026.
  • Elevation Wealth Partners bought 58 Aon shares in Q2 2026, an estimated $18.7K.
  • Aon made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Elevation Wealth Partners first reported a position in Aon in Q1 2023 and has held it in 14 quarters since.
  • 438 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.