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MOKAN Wealth Management’s Aon AON Stock Holding History

MOKAN 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
-2,202
Closed -$711K – 99
2026
Q1 		$711K Sell
2,202
-1,698
-44% -$564K 0.31% 55
2025
Q4 		$1.37M Buy
3,900
+251
+7% +$87.6K 0.61% 42
2025
Q3 		$1.3M Sell
3,649
-65
-2% -$23.5K 0.66% 40
2025
Q2 		$1.32M Buy
3,714
+628
+20% +$228K 0.74% 42
2025
Q1 		$1.23M Buy
3,086
+62
+2% +$23.8K 0.74% 43
2024
Q4 		$1.09M Buy
+3,024
New +$1.11M 0.69% 45

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

MOKAN Wealth Management sold out of Aon (AON) in Q2 2026, closing a stake of 2,202 shares — an estimated $711K sold.

MOKAN Wealth Management first reported a position in AON in Q4 2024 and held it in 6 quarters. The position peaked at $1.37M in Q4 2025. 500 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 2,202 Aon shares in Q2 2026, an estimated $711K.
  • MOKAN Wealth Management first reported a position in Aon in Q4 2024 and held it in 6 quarters.
  • MOKAN Wealth Management's Aon position peaked at $1.37M in Q4 2025.
  • 500 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.