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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
Q2 		$214K Buy
+646
New +$208K 0.04% 251

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fermata Advisors's AON Position: Q2 2026 in Review

Fermata Advisors opened a new position in Aon (AON) in Q2 2026: 646 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #251 among its holdings.

162 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Fermata Advisors held 646 shares of Aon worth $214K as of Q2 2026.
  • Aon was a new Fermata Advisors position in Q2 2026.
  • Aon made up 0.04% of Fermata Advisors's portfolio in Q2 2026, its #251 holding.
  • 162 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.