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LifeGoal Wealth Advisors’s Aon AON Stock Holding History

LifeGoal Wealth Advisors’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 		– Sell
-890
Closed -$295K – 215
2026
Q2 		$295K Buy
+890
New +$287K 0.14% 98

Other funds holding AON

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 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
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

LifeGoal Wealth Advisors's AON Position: Q3 2026 in Review

LifeGoal Wealth Advisors sold out of Aon (AON) in Q3 2026, closing a stake of 890 shares — an estimated $295K sold.

LifeGoal Wealth Advisors first reported a position in AON in Q2 2026 and held it in 1 quarter. The position peaked at $295K in Q2 2026. 44 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • LifeGoal Wealth Advisors reported no remaining Aon position as of Q3 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 890 Aon shares in Q3 2026, an estimated $295K.
  • LifeGoal Wealth Advisors first reported a position in Aon in Q2 2026 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's Aon position peaked at $295K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.