LPL Financial’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33M | Buy |
102,111
+26,621
| +35% | +$8.85M | 0.01% | 1129 |
|
|
2025
Q4 | $26.6M | Buy |
75,490
+5,102
| +7% | +$1.78M | 0.01% | 1221 |
|
|
2025
Q3 | $25.1M | Buy |
70,388
+9,170
| +15% | +$3.32M | 0.01% | 1222 |
|
|
2025
Q2 | $21.8M | Sell |
61,218
-6,675
| -10% | -$2.42M | 0.01% | 1203 |
|
|
2025
Q1 | $27.1M | Sell |
67,893
-532
| -0.8% | -$204K | 0.01% | 975 |
|
|
2024
Q4 | $24.6M | Buy |
68,425
+5,660
| +9% | +$2.08M | 0.01% | 973 |
|
|
2024
Q3 | $21.7M | Buy |
62,765
+656
| +1% | +$215K | 0.01% | 1007 |
|
|
2024
Q2 | $18.2M | Buy |
62,109
+14,263
| +30% | +$4.22M | 0.01% | 1011 |
|
|
2024
Q1 | $16M | Buy |
47,846
+3,076
| +7% | +$954K | 0.01% | 1048 |
|
|
2023
Q4 | $13M | Sell |
44,770
-6,853
| -13% | -$2.19M | 0.01% | 1095 |
|
|
2023
Q3 | $16.7M | Sell |
51,623
-5,290
| -9% | -$1.75M | 0.01% | 881 |
|
|
2023
Q2 | $19.6M | Buy |
56,913
+4,745
| +9% | +$1.54M | 0.01% | 801 |
|
|
2023
Q1 | $16.4M | Sell |
52,168
-3,169
| -6% | -$981K | 0.01% | 844 |
|
|
2022
Q4 | $16.6M | Buy |
55,337
+677
| +1% | +$198K | 0.01% | 783 |
|
|
2022
Q3 | $14.6M | Buy |
54,660
+4,176
| +8% | +$1.18M | 0.01% | 776 |
|
|
2022
Q2 | $13.6M | Buy |
50,484
+6,028
| +14% | +$1.73M | 0.01% | 813 |
|
|
2022
Q1 | $14.5M | Buy |
44,456
+10,009
| +29% | +$2.91M | 0.01% | 797 |
|
|
2021
Q4 | $10.4M | Sell |
34,447
-2,513
| -7% | -$753K | 0.01% | 995 |
|
|
2021
Q3 | $10.6M | Buy |
36,960
+1,419
| +4% | +$381K | 0.01% | 935 |
|
|
2021
Q2 | $8.49M | Buy |
35,541
+2,114
| +6% | +$517K | 0.01% | 1005 |
|
|
2021
Q1 | $7.69M | Sell |
33,427
-676
| -2% | -$149K | 0.01% | 962 |
|
|
2020
Q4 | $7.21M | Buy |
34,103
+5,398
| +19% | +$1.1M | 0.01% | 907 |
|
|
2020
Q3 | $5.92M | Sell |
28,705
-1,300
| -4% | -$260K | 0.01% | 873 |
|
|
2020
Q2 | $5.78M | Buy |
30,005
+4,504
| +18% | +$839K | 0.01% | 805 |
|
|
2020
Q1 | $4.21M | Buy |
25,501
+117
| +0.5% | +$24K | 0.01% | 817 |
|
|
2019
Q4 | $5.29M | Sell |
25,384
-38
| -0.1% | -$7.52K | 0.01% | 819 |
|
|
2019
Q3 | $4.92M | Buy |
25,422
+650
| +3% | +$125K | 0.01% | 803 |
|
|
2019
Q2 | $4.78M | Sell |
24,772
-1,040
| -4% | -$188K | 0.01% | 812 |
|
|
2019
Q1 | $4.41M | Buy |
25,812
+1,372
| +6% | +$222K | 0.01% | 821 |
|
|
2018
Q4 | $3.55M | Buy |
24,440
+2,193
| +10% | +$341K | 0.01% | 829 |
|
|
2018
Q3 | $3.42M | Sell |
22,247
-129
| -0.6% | -$18.9K | 0.01% | 903 |
|
|
2018
Q2 | $3.07M | Sell |
22,376
-1,090
| -5% | -$154K | 0.01% | 921 |
|
|
2018
Q1 | $3.29M | Buy |
23,466
+2,029
| +9% | +$284K | 0.01% | 882 |
|
|
2017
Q4 | $2.87M | Sell |
21,437
-1,796
| -8% | -$256K | 0.01% | 875 |
|
|
2017
Q3 | $3.39M | Buy |
23,233
+2,429
| +12% | +$339K | 0.01% | 745 |
|
|
2017
Q2 | $2.77M | Sell |
20,804
-792
| -4% | -$100K | 0.01% | 778 |
|
|
2017
Q1 | $2.56M | Buy |
21,596
+314
| +1% | +$36.2K | 0.02% | 708 |
|
|
2016
Q4 | $2.38M | Buy |
21,282
+8,518
| +67% | +$949K | 0.02% | 714 |
|
|
2016
Q3 | $1.42M | Buy |
12,764
+4,786
| +60% | +$528K | 0.01% | 953 |
|
|
2016
Q2 | $862K | Sell |
7,978
-14,225
| -64% | -$1.5M | 0.01% | 1277 |
|
|
2016
Q1 | $2.26M | Sell |
22,203
-1,592
| -7% | -$149K | 0.01% | 1123 |
|
|
2015
Q4 | $2.17M | Buy |
23,795
+12,503
| +111% | +$1.16M | 0.01% | 1126 |
|
|
2015
Q3 | $1.03M | Buy |
11,292
+759
| +7% | +$73.5K | 0.01% | 1221 |
|
|
2015
Q2 | $1.05M | Buy |
10,533
+1,210
| +13% | +$121K | 0.01% | 1331 |
|
|
2015
Q1 | $897K | Sell |
9,323
-16,325
| -64% | -$1.58M | ﹤0.01% | 1434 |
|
|
2014
Q4 | $2.43M | Buy |
25,648
+2,646
| +12% | +$237K | 0.01% | 785 |
|
|
2014
Q3 | $1.99M | Sell |
23,002
-7,649
| -25% | -$668K | 0.01% | 854 |
|
|
2014
Q2 | $2.76M | Buy |
30,651
+7,989
| +35% | +$692K | 0.02% | 710 |
|
|
2014
Q1 | $1.91M | Sell |
22,662
-10,348
| -31% | -$861K | 0.01% | 866 |
|
|
2013
Q4 | $2.77M | Sell |
33,010
-292
| -0.9% | -$23.1K | 0.02% | 670 |
|
|
2013
Q3 | $2.45M | Sell |
33,302
-2,309
| -6% | -$158K | 0.02% | 678 |
|
|
2013
Q2 | $2.29M | Buy |
+35,611
| New | +$2.26M | 0.02% | 660 |
|
Other funds holding AON
VCM
VPM