Mount Yale Investment Advisors’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 | $3.46M | Buy |
10,724
+8,924
| +496% | +$2.97M | 0.08% | 253 |
|
|
2025
Q4 | $635K | Buy |
1,800
+139
| +8% | +$48.5K | 0.03% | 402 |
|
|
2025
Q3 | $592K | Sell |
1,661
-7,568
| -82% | -$2.74M | 0.04% | 389 |
|
|
2025
Q2 | $3.29M | Sell |
9,229
-23
| -0.2% | -$8.33K | 0.26% | 77 |
|
|
2025
Q1 | $3.69M | Sell |
9,252
-198
| -2% | -$75.9K | 0.32% | 60 |
|
|
2024
Q4 | $3.39M | Sell |
9,450
-1,889
| -17% | -$695K | 0.27% | 73 |
|
|
2024
Q3 | $3.92M | Buy |
11,339
+234
| +2% | +$76.6K | 0.38% | 64 |
|
|
2024
Q2 | $3.26M | Sell |
11,105
-2,457
| -18% | -$726K | 0.26% | 78 |
|
|
2024
Q1 | $4.53M | Sell |
13,562
-185
| -1% | -$57.4K | 0.35% | 63 |
|
|
2023
Q4 | $4M | Sell |
13,747
-246
| -2% | -$78.7K | 0.38% | 61 |
|
|
2023
Q3 | $4.54M | Sell |
13,993
-383
| -3% | -$127K | 0.49% | 42 |
|
|
2023
Q2 | $4.96M | Sell |
14,376
-289
| -2% | -$93.9K | 0.53% | 39 |
|
|
2023
Q1 | $4.62M | Buy |
14,665
+119
| +0.8% | +$36.8K | 0.52% | 40 |
|
|
2022
Q4 | $4.37M | Buy |
14,546
+116
| +0.8% | +$33.9K | 0.5% | 53 |
|
|
2022
Q3 | $3.87M | Sell |
14,430
-38
| -0.3% | -$10.7K | 0.51% | 43 |
|
|
2022
Q2 | $3.9M | Sell |
14,468
-380
| -3% | -$109K | 0.49% | 48 |
|
|
2022
Q1 | $4.83M | Buy |
14,848
+2,340
| +19% | +$681K | 0.53% | 44 |
|
|
2021
Q4 | $3.76M | Sell |
12,508
-132
| -1% | -$39.6K | 0.39% | 61 |
|
|
2021
Q3 | $3.61M | Sell |
12,640
-608
| -5% | -$163K | 0.42% | 59 |
|
|
2021
Q2 | $3.16M | Sell |
13,248
-428
| -3% | -$105K | 0.38% | 62 |
|
|
2021
Q1 | $3.15M | Buy |
13,676
+197
| +1% | +$43.4K | 0.41% | 61 |
|
|
2020
Q4 | $2.85M | Buy |
13,479
+4
| +0% | +$817 | 0.4% | 69 |
|
|
2020
Q3 | $2.78M | Buy |
13,475
+3,940
| +41% | +$787K | 0.4% | 62 |
|
|
2020
Q2 | $1.84M | Sell |
9,535
-45
| -0.5% | -$8.39K | 0.33% | 76 |
|
|
2020
Q1 | $1.58M | Sell |
9,580
-120
| -1% | -$24.6K | 0.36% | 68 |
|
|
2019
Q4 | $2.14M | Buy |
9,700
+9
| +0.1% | +$1.78K | 0.37% | 65 |
|
|
2019
Q3 | $1.89M | Buy |
9,691
+7
| +0.1% | +$1.35K | 0.34% | 75 |
|
|
2019
Q2 | $1.8M | Buy |
9,684
+7,471
| +338% | +$1.35M | 0.33% | 73 |
|
|
2019
Q1 | $378K | Sell |
2,213
-371
| -14% | -$60.2K | 0.07% | 227 |
|
|
2018
Q4 | $441K | Sell |
2,584
-42
| -2% | -$6.52K | 0.09% | 201 |
|
|
2018
Q3 | $428K | Buy |
2,626
+2,323
| +767% | +$340K | 0.07% | 203 |
|
|
2018
Q2 | $42K | Sell |
303
-40
| -12% | -$5.63K | 0.01% | 661 |
|
|
2018
Q1 | $48K | Buy |
+343
| New | +$48K | 0.01% | 619 |
|
Other funds holding AON
VCM
VPM
Mount Yale Investment Advisors's AON Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Aon (AON) stake by 496% in Q1 2026, buying an estimated $2.97M and bringing the position to 10,724 shares worth $3.46M. The position accounts for 0.08% of the portfolio, ranked #253.
Mount Yale Investment Advisors first reported a position in AON in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.96M in Q2 2023. 1,254 funds tracked by Wall St. Rank hold AON as of Q1 2026.
- Mount Yale Investment Advisors held 10,724 shares of Aon worth $3.46M as of Q1 2026.
- Mount Yale Investment Advisors bought 8,924 Aon shares in Q1 2026, an estimated $2.97M.
- Aon made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #253 holding.
- Mount Yale Investment Advisors first reported a position in Aon in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Aon position peaked at $4.96M in Q2 2023.
- 1,254 funds tracked by Wall St. Rank held Aon as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.