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Legacy Wealth Asset Management’s Aon AON Stock Holding History

Legacy Wealth Asset 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
Q3 		$1.63M Sell
5,892
-1,632
-22% -$552K 0.36% 68
2026
Q2 		$2.5M Buy
7,524
+54
+0.7% +$17.4K 0.55% 38
2026
Q1 		$2.41M Buy
7,470
+1,050
+16% +$349K 0.59% 29
2025
Q4 		$2.27M Sell
6,420
-579
-8% -$202K 0.56% 31
2025
Q3 		$2.5M Buy
6,999
+3,757
+116% +$1.36M 0.61% 21
2025
Q2 		$1.16M Buy
3,242
+33
+1% +$12K 0.29% 88
2025
Q1 		$1.28M Sell
3,209
-34
-1% -$13K 0.35% 78
2024
Q4 		$1.16M Sell
3,243
-32
-1% -$11.8K 0.32% 83
2024
Q3 		$1.13M Buy
3,275
+24
+0.7% +$7.85K 0.3% 92
2024
Q2 		$954K Buy
3,251
+136
+4% +$40.2K 0.27% 98
2024
Q1 		$1.04M Buy
3,115
+42
+1% +$13K 0.29% 95
2023
Q4 		$894K Buy
3,073
+29
+1% +$9.28K 0.29% 100
2023
Q3 		$987K Sell
3,044
-5,194
-63% -$1.72M 0.36% 88
2023
Q2 		$2.84M Sell
8,238
-19
-0.2% -$6.17K 0.99% 11
2023
Q1 		$2.6M Buy
8,257
+37
+0.5% +$11.5K 0.94% 11
2022
Q4 		$2.47M Buy
8,220
+5,609
+215% +$1.64M 0.94% 10
2022
Q3 		$699K Sell
2,611
-1,811
-41% -$512K 0.31% 109
2022
Q2 		$1.19M Buy
4,422
+780
+21% +$224K 0.48% 51
2022
Q1 		$1.19M Buy
3,642
+905
+33% +$263K 0.42% 66
2021
Q4 		$823K Buy
2,737
+701
+34% +$210K 0.28% 144
2021
Q3 		$582K Sell
2,036
-34
-2% -$9.13K 0.27% 148
2021
Q2 		$494K Sell
2,070
-77
-4% -$18.8K 0.22% 172
2021
Q1 		$494K Sell
2,147
-11
-0.5% -$2.42K 0.23% 172
2020
Q4 		$456K Buy
+2,158
New +$441K 0.23% 168

Other funds holding AON

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Legacy Wealth Asset Management's AON Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Aon (AON) stake by 22% in Q3 2026, selling an estimated $552K and leaving 5,892 shares worth $1.63M. The position accounts for 0.36% of the portfolio, ranked #68.

Legacy Wealth Asset Management first reported a position in AON in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.84M in Q2 2023. 98 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Legacy Wealth Asset Management held 5,892 shares of Aon worth $1.63M as of Q3 2026.
  • Legacy Wealth Asset Management sold 1,632 Aon shares in Q3 2026, an estimated $552K.
  • Aon made up 0.36% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #68 holding.
  • Legacy Wealth Asset Management first reported a position in Aon in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Aon position peaked at $2.84M in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.