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Essential Partners’s Aon AON Stock Holding History

Essential 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 		$83.3K Sell
301
-1,180
-80% -$399K 0.04% 472
2026
Q2 		$491K Buy
1,481
+710
+92% +$229K 0.23% 76
2026
Q1 		$249K Buy
771
+541
+235% +$180K 0.08% 257
2025
Q4 		$81.2K Buy
230
+138
+150% +$48.2K 0.03% 499
2025
Q3 		$32.8K Buy
92
+90
+4,500% +$32.6K 0.01% 733
2025
Q2 		$714 Buy
+2
New +$725 ﹤0.01% 1598

Other funds holding AON

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

Essential Partners's AON Position: Q3 2026 in Review

Essential Partners reduced its Aon (AON) stake by 80% in Q3 2026, selling an estimated $399K and leaving 301 shares worth $83.3K. The position accounts for 0.04% of the portfolio, ranked #472.

Essential Partners first reported a position in AON in Q2 2025 and has held it in 6 quarters since. The position peaked at $491K in Q2 2026. 88 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Essential Partners held 301 shares of Aon worth $83.3K as of Q3 2026.
  • Essential Partners sold 1,180 Aon shares in Q3 2026, an estimated $399K.
  • Aon made up 0.04% of Essential Partners's portfolio in Q3 2026, its #472 holding.
  • Essential Partners first reported a position in Aon in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Aon position peaked at $491K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.