Fermata Advisors’s Aon AON Stock Holding History

Fermata Advisors’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	–	Sell	-646	Closed	-$214K	–	294
2026 Q2	$214K	Buy	+646	New	+$208K	0.04%	251

Other funds holding AON

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fermata Advisors's AON Position: Q3 2026 in Review

Fermata Advisors sold out of Aon (AON) in Q3 2026, closing a stake of 646 shares — an estimated $214K sold.

Fermata Advisors first reported a position in AON in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 295 funds tracked by Wall St. Rank hold AON as of Q3 2026.

Fermata Advisors reported no remaining Aon position as of Q3 2026 after selling out during the quarter.
Fermata Advisors sold 646 Aon shares in Q3 2026, an estimated $214K.
Fermata Advisors first reported a position in Aon in Q2 2026 and held it in 1 quarter.
Fermata Advisors's Aon position peaked at $214K in Q2 2026.
295 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.