Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$302K Buy
+935
New +$311K 0.1% 136
2025
Q4
Sell
-913
Closed -$311K 97
2025
Q3
$311K Sell
913
-63
-6% -$22.8K 0.09% 127
2025
Q2
$348K Sell
976
-56
-5% -$20.3K 0.11% 117
2025
Q1
$412K Sell
1,032
-55
-5% -$21.1K 0.13% 102
2024
Q4
$390K Sell
1,087
-514
-32% -$189K 0.11% 116
2024
Q3
$554K Sell
1,601
-96
-6% -$31.4K 0.15% 95
2024
Q2
$498K Sell
1,697
-637
-27% -$188K 0.14% 98
2024
Q1
$779K Sell
2,334
-33
-1% -$10.2K 0.12% 154
2023
Q4
$689K Sell
2,367
-477
-17% -$153K 0.05% 322
2023
Q3
$922K Sell
2,844
-396
-12% -$131K 0.08% 238
2023
Q2
$1.12M Sell
3,240
-1,176
-27% -$382K 0.06% 282
2023
Q1
$1.32M Hold
4,416
0.06% 247
2022
Q4
$1.32M Sell
4,416
-402
-8% -$117K 0.06% 247
2022
Q3
$1.29M Buy
4,818
+76
+2% +$21.5K 0.06% 245
2022
Q2
$1.28M Sell
4,742
-1,384
-23% -$398K 0.05% 274
2022
Q1
$2M Sell
6,126
-2,257
-27% -$656K 0.07% 211
2021
Q4
$2.52M Buy
8,383
+122
+1% +$36.6K 0.07% 204
2021
Q3
$2.36M Sell
8,261
-2,328
-22% -$625K 0.08% 184
2021
Q2
$2.53M Buy
10,589
+901
+9% +$220K 0.08% 171
2021
Q1
$2.23M Buy
9,688
+2,361
+32% +$520K 0.08% 166
2020
Q4
$1.55M Sell
7,327
-93
-1% -$19K 0.06% 198
2020
Q3
$1.53M Buy
7,420
+1,570
+27% +$314K 0.07% 176
2020
Q2
$1.13M Sell
5,850
-929
-14% -$173K 0.06% 211
2020
Q1
$1.12M Buy
6,779
+3,636
+116% +$744K 0.07% 189
2019
Q4
$655K Sell
3,143
-166
-5% -$32.9K 0.04% 299
2019
Q3
$641K Sell
3,309
-767
-19% -$148K 0.04% 296
2019
Q2
$787K Buy
4,076
+1,257
+45% +$228K 0.03% 379
2019
Q1
$481K Buy
2,819
+1,376
+95% +$223K 0.02% 473
2018
Q4
$210K Sell
1,443
-1,278
-47% -$198K 0.02% 508
2018
Q3
$418K Sell
2,721
-277
-9% -$40.5K 0.02% 572
2018
Q2
$411K Sell
2,998
-2,333
-44% -$329K 0.01% 613
2018
Q1
$748K Sell
5,331
-5,858
-52% -$821K 0.02% 610
2017
Q4
$1.5M Buy
11,189
+180
+2% +$25.6K 0.04% 420
2017
Q3
$1.61M Sell
11,009
-178
-2% -$24.8K 0.04% 387
2017
Q2
$1.49M Buy
11,187
+134
+1% +$16.9K 0.04% 402
2017
Q1
$1.31M Sell
11,053
-286
-3% -$33K 0.04% 432
2016
Q4
$1.26M Sell
11,339
-3,410
-23% -$380K 0.04% 444
2016
Q3
$1.66M Sell
14,749
-1,599
-10% -$176K 0.07% 253
2016
Q2
$1.79M Sell
16,348
-1,635
-9% -$173K 0.08% 220
2016
Q1
$1.88M Buy
17,983
+1,601
+10% +$150K 0.09% 207
2015
Q4
$1.51M Buy
16,382
+4,919
+43% +$458K 0.07% 251
2015
Q3
$1.02M Sell
11,463
-5,999
-34% -$581K 0.09% 242
2015
Q2
$1.74M Buy
17,462
+6,162
+55% +$617K 0.09% 211
2015
Q1
$1.09M Buy
11,300
+7,716
+215% +$747K 0.02% 562
2014
Q4
$340K Buy
+3,584
New +$321K 0.02% 675

Other funds holding AON