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Equitable Trust’s Aon AON Stock Holding History

Equitable Trust’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 		$1.55M Sell
5,587
-220
-4% -$74.4K 0.07% 186
2026
Q2 		$1.93M Sell
5,807
-54
-0.9% -$17.4K 0.08% 173
2026
Q1 		$1.89M Buy
5,861
+66
+1% +$21.9K 0.09% 160
2025
Q4 		$2.04M Sell
5,795
-726
-11% -$253K 0.09% 157
2025
Q3 		$2.33M Sell
6,521
-1,272
-16% -$460K 0.11% 145
2025
Q2 		$2.78M Buy
7,793
+114
+1% +$41.3K 0.14% 132
2025
Q1 		$3.06M Buy
7,679
+502
+7% +$192K 0.17% 113
2024
Q4 		$2.58M Sell
7,177
-3,507
-33% -$1.29M 0.14% 129
2024
Q3 		$3.7M Sell
10,684
-173
-2% -$56.6K 0.24% 92
2024
Q2 		$3.19M Sell
10,857
-2,402
-18% -$710K 0.22% 96
2024
Q1 		$4.42M Buy
13,259
+129
+1% +$40K 0.31% 68
2023
Q4 		$3.82M Sell
13,130
-771
-6% -$247K 0.29% 70
2023
Q3 		$4.51M Sell
13,901
-667
-5% -$221K 0.37% 54
2023
Q2 		$5.03M Sell
14,568
-175
-1% -$56.8K 0.38% 49
2023
Q1 		$4.65M Sell
14,743
-2,332
-14% -$722K 0.37% 52
2022
Q4 		$5.12M Sell
17,075
-3,401
-17% -$994K 0.4% 49
2022
Q3 		$5.49M Sell
20,476
-2,890
-12% -$817K 0.46% 48
2022
Q2 		$6.3M Sell
23,366
-88
-0.4% -$25.3K 0.47% 47
2022
Q1 		$7.64M Buy
23,454
+1,755
+8% +$510K 0.49% 50
2021
Q4 		$6.52M Buy
21,699
+1,547
+8% +$464K 0.4% 65
2021
Q3 		$5.76M Buy
20,152
+1,814
+10% +$487K 0.37% 74
2021
Q2 		$4.38M Buy
18,338
+754
+4% +$184K 0.28% 94
2021
Q1 		$4.05M Sell
17,584
-2,468
-12% -$543K 0.3% 92
2020
Q4 		$4.24M Sell
20,052
-233
-1% -$47.6K 0.31% 86
2020
Q3 		$4.18M Buy
+20,285
New +$4.05M 0.36% 75
2020
Q1 		– Sell
-962
Closed -$200K – 304
2019
Q4 		$200K Buy
+962
New +$190K 0.02% 280

Other funds holding AON

GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Equitable Trust's AON Position: Q3 2026 in Review

Equitable Trust reduced its Aon (AON) stake by 3.8% in Q3 2026, selling an estimated $74.4K and leaving 5,587 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #186.

Equitable Trust first reported a position in AON in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.64M in Q1 2022. 84 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Equitable Trust held 5,587 shares of Aon worth $1.55M as of Q3 2026.
  • Equitable Trust sold 220 Aon shares in Q3 2026, an estimated $74.4K.
  • Aon made up 0.07% of Equitable Trust's portfolio in Q3 2026, its #186 holding.
  • Equitable Trust first reported a position in Aon in Q4 2019 and has held it in 26 quarters since.
  • Equitable Trust's Aon position peaked at $7.64M in Q1 2022.
  • 84 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.