Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-52
Closed -$18.4K 7628
2025
Q4
$18.4K Buy
+52
New +$18.2K ﹤0.01% 6402
2025
Q3
Hold
0
8412
2025
Q2
Hold
0
7971
2025
Q1
Sell
-3,741
Closed -$1.43M 7600
2024
Q4
$1.34M Buy
3,741
+2,922
+357% +$1.07M 0.05% 2277
2024
Q3
$283K Buy
819
+58
+8% +$19K 0.01% 3313
2024
Q2
$223K Buy
+761
New +$225K 0.01% 3296
2024
Q1
Hold
0
7046
2023
Q4
Sell
-1,076
Closed -$344K 7389
2023
Q3
$349K Hold
1,076
0.01% 3285
2023
Q2
$371K Buy
+1,076
New +$349K 0.02% 3327
2023
Q1
Sell
-241
Closed -$74.6K 7221
2022
Q4
$72.3K Buy
+241
New +$70.4K ﹤0.01% 4712
2022
Q3
Hold
0
7561
2022
Q2
Sell
-8,033
Closed -$2.31M 7800
2022
Q1
$2.62M Sell
8,033
-5,055
-39% -$1.47M 0.06% 2125
2021
Q4
$3.93M Buy
+13,088
New +$3.92M 0.07% 1921
2021
Q3
Hold
0
8180
2021
Q2
Hold
0
8151
2021
Q1
Hold
0
7577
2020
Q4
Hold
0
6484
2020
Q3
Hold
0
6082
2013
Q4
Sell
-100
Closed -$7K 5199
2013
Q3
$7K Sell
100
-700
-88% -$48K ﹤0.01% 4610
2013
Q2
$51K Buy
+800
New +$50.7K 0.01% 3408

Other funds holding AON