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Intellectus Partners’s Aon AON Stock Holding History

Intellectus Partners’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 		$368K Sell
1,109
-1,954
-64% -$630K 0.06% 233
2026
Q1 		$989K Buy
3,063
+144
+5% +$47.9K 0.2% 134
2025
Q4 		$1.03M Sell
2,919
-37
-1% -$12.9K 0.2% 130
2025
Q3 		$1.05M Buy
2,956
+113
+4% +$40.9K 0.2% 124
2025
Q2 		$1.01M Sell
2,843
-9
-0.3% -$3.26K 0.22% 123
2025
Q1 		$1.14M Buy
2,852
+1,870
+190% +$717K 0.28% 102
2024
Q4 		$353K Sell
982
-10
-1% -$3.68K 0.08% 210
2024
Q3 		$343K Buy
992
+31
+3% +$10.1K 0.09% 206
2024
Q2 		$282K Buy
+961
New +$284K 0.08% 217
2020
Q1 		– Sell
-2,564
Closed -$534K – 197
2019
Q4 		$534K Hold
2,564
– – 0.22% 143
2019
Q3 		$496K Sell
2,564
-307
-11% -$59.2K 0.22% 138
2019
Q2 		$554K Sell
2,871
-102
-3% -$18.5K 0.24% 127
2019
Q1 		$507K Hold
2,973
– – 0.22% 119
2018
Q4 		$432K Buy
2,973
+34
+1% +$5.28K 0.3% 80
2018
Q3 		$452K Sell
2,939
-130
-4% -$19K 0.16% 155
2018
Q2 		$421K Sell
3,069
-549
-15% -$77.3K 0.15% 153
2018
Q1 		$508K Sell
3,618
-597
-14% -$83.6K 0.17% 139
2017
Q4 		$565K Sell
4,215
-53
-1% -$7.54K 0.21% 120
2017
Q3 		$624K Buy
4,268
+2
+0% +$279 0.26% 96
2017
Q2 		$567K Sell
4,266
-12
-0.3% -$1.52K 0.26% 92
2017
Q1 		$508K Sell
4,278
-222
-5% -$25.6K 0.26% 102
2016
Q4 		$502K Buy
+4,500
New +$502K 0.26% 100

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intellectus Partners's AON Position: Q2 2026 in Review

Intellectus Partners reduced its Aon (AON) stake by 64% in Q2 2026, selling an estimated $630K and leaving 1,109 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #233.

Intellectus Partners first reported a position in AON in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.14M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Intellectus Partners held 1,109 shares of Aon worth $368K as of Q2 2026.
  • Intellectus Partners sold 1,954 Aon shares in Q2 2026, an estimated $630K.
  • Aon made up 0.06% of Intellectus Partners's portfolio in Q2 2026, its #233 holding.
  • Intellectus Partners first reported a position in Aon in Q4 2016 and has held it in 22 quarters since.
  • Intellectus Partners's Aon position peaked at $1.14M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.