Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$311K Sell
904
-5
-0.6% -$1.61K 0.04% 138
2026
Q1
$293K Hold
909
0.04% 131
2025
Q4
$321K Sell
909
-318
-26% -$111K 0.04% 133
2025
Q3
$425K Buy
1,227
+200
+19% +$72.3K 0.06% 105
2025
Q2
$366K Sell
1,027
-100
-9% -$36.2K 0.05% 113
2025
Q1
$450K Sell
1,127
-100
-8% -$38.3K 0.06% 101
2024
Q4
$428K Hold
1,227
0.06% 104
2024
Q3
$425K Hold
1,227
0.06% 105
2024
Q2
$360K Sell
1,227
-193
-14% -$57.1K 0.06% 105
2024
Q1
$474K Hold
1,420
0.08% 92
2023
Q4
$409K Buy
+1,420
New +$455K 0.07% 94

Other funds holding AON