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Foundation Wealth Management (Missouri)’s Aon AON Stock Holding History

Foundation Wealth Management (Missouri)’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 		$641K Sell
1,934
-717
-27% -$231K 0.38% 28
2026
Q1 		$856K Buy
2,651
+7
+0.3% +$2.33K 0.58% 22
2025
Q4 		$933K Buy
2,644
+5
+0.2% +$1.75K 0.61% 24
2025
Q3 		$941K Buy
+2,639
New +$955K 0.6% 23

Other funds holding AON

CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s AON Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its Aon (AON) stake by 27% in Q2 2026, selling an estimated $231K and leaving 1,934 shares worth $641K. The position accounts for 0.38% of the portfolio, ranked #28.

Foundation Wealth Management (Missouri) first reported a position in AON in Q3 2025 and has held it in 4 quarters since. The position peaked at $941K in Q3 2025. 499 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 1,934 shares of Aon worth $641K as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 717 Aon shares in Q2 2026, an estimated $231K.
  • Aon made up 0.38% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #28 holding.
  • Foundation Wealth Management (Missouri) first reported a position in Aon in Q3 2025 and has held it in 4 quarters since.
  • Foundation Wealth Management (Missouri)'s Aon position peaked at $941K in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.