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Koa Wealth Management’s Aon AON Stock Holding History

Koa Wealth Management’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 		– Sell
-2,636
Closed -$851K – 55
2026
Q1 		$851K Sell
2,636
-66
-2% -$21.9K 0.62% 37
2025
Q4 		$953K Buy
+2,702
New +$943K 0.65% 37

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Koa Wealth Management's AON Position: Q2 2026 in Review

Koa Wealth Management sold out of Aon (AON) in Q2 2026, closing a stake of 2,636 shares — an estimated $851K sold.

Koa Wealth Management first reported a position in AON in Q4 2025 and held it in 2 quarters. The position peaked at $953K in Q4 2025. 465 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Koa Wealth Management reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Koa Wealth Management sold 2,636 Aon shares in Q2 2026, an estimated $851K.
  • Koa Wealth Management first reported a position in Aon in Q4 2025 and held it in 2 quarters.
  • Koa Wealth Management's Aon position peaked at $953K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.