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Everhart Financial Group’s Aon AON Stock Holding History

Everhart Financial Group’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 		$386K Buy
1,163
+7
+0.6% +$2.26K 0.02% 314
2026
Q1 		$373K Buy
1,156
+14
+1% +$4.65K 0.03% 328
2025
Q4 		$403K Sell
1,142
-19
-2% -$6.63K 0.04% 288
2025
Q3 		$414K Buy
1,161
+252
+28% +$91.2K 0.04% 273
2025
Q2 		$324K Buy
909
+11
+1% +$3.99K 0.04% 279
2025
Q1 		$358K Buy
898
+157
+21% +$60.2K 0.05% 259
2024
Q4 		$266K Buy
741
+74
+11% +$27.2K 0.05% 269
2024
Q3 		$231K Buy
+667
New +$218K 0.05% 295
2024
Q2 		– Sell
-915
Closed -$305K – 295
2024
Q1 		$305K Buy
915
+89
+11% +$27.6K 0.09% 210
2023
Q4 		$240K Sell
826
-50
-6% -$16K 0.09% 211
2023
Q3 		$284K Buy
876
+70
+9% +$23.2K 0.12% 158
2023
Q2 		$278K Buy
806
+77
+11% +$25K 0.12% 170
2023
Q1 		$230K Buy
+729
New +$226K 0.1% 173
2022
Q4 		– Sell
-877
Closed -$235K – 187
2022
Q3 		$235K Buy
+877
New +$248K 0.13% 160

Other funds holding AON

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
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
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's AON Position: Q2 2026 in Review

Everhart Financial Group increased its Aon (AON) stake by 0.61% in Q2 2026, buying an estimated $2.26K and bringing the position to 1,163 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #314.

Everhart Financial Group first reported a position in AON in Q3 2022 and has held it in 14 quarters since. The position peaked at $414K in Q3 2025. 256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Everhart Financial Group held 1,163 shares of Aon worth $386K as of Q2 2026.
  • Everhart Financial Group bought 7 Aon shares in Q2 2026, an estimated $2.26K.
  • Aon made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #314 holding.
  • Everhart Financial Group first reported a position in Aon in Q3 2022 and has held it in 14 quarters since.
  • Everhart Financial Group's Aon position peaked at $414K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.