New Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $235K | Hold |
707
| – | – | 0.05% | 57 |
|
|
2026
Q1 | $228K | Hold |
707
| – | – | 0.06% | 56 |
|
|
2025
Q4 | $249K | Hold |
707
| – | – | 0.06% | 52 |
|
|
2025
Q3 | $252K | Sell |
707
-34
| -5% | -$12.3K | 0.07% | 49 |
|
|
2025
Q2 | $264K | Hold |
741
| – | – | 0.07% | 51 |
|
|
2025
Q1 | $296K | Hold |
741
| – | – | 0.08% | 45 |
|
|
2024
Q4 | $266K | Hold |
741
| – | – | 0.08% | 45 |
|
|
2024
Q3 | $256K | Hold |
741
| – | – | 0.07% | 48 |
|
|
2024
Q2 | $218K | Hold |
741
| – | – | 0.07% | 53 |
|
|
2024
Q1 | $247K | Hold |
741
| – | – | 0.07% | 54 |
|
|
2023
Q4 | $216K | Hold |
741
| – | – | 0.07% | 50 |
|
|
2023
Q3 | $240K | Buy |
+741
| New | +$245K | 0.08% | 48 |
|
|
2023
Q1 | $234K | Hold |
741
| – | – | 0.09% | 53 |
|
|
2022
Q4 | $222K | Buy |
+741
| New | +$217K | 0.1% | 45 |
|
|
2022
Q3 | – | Sell |
-741
| Closed | -$203K | – | 43 |
|
|
2022
Q2 | $203K | Hold |
741
| – | – | 0.11% | 40 |
|
|
2022
Q1 | $241K | Hold |
741
| – | – | 0.17% | 42 |
|
|
2021
Q4 | $223K | Hold |
741
| – | – | 0.12% | 41 |
|
|
2021
Q3 | $216K | Buy |
+741
| New | +$199K | 0.12% | 42 |
|
|
2021
Q1 | $171K | Hold |
741
| – | – | 0.15% | 38 |
|
|
2020
Q4 | $157K | Hold |
741
| – | – | 0.08% | 39 |
|
|
2020
Q3 | $153K | Hold |
741
| – | – | 0.17% | 33 |
|
|
2020
Q2 | $143K | Hold |
741
| – | – | 0.19% | 28 |
|
|
2020
Q1 | $122K | Hold |
741
| – | – | 0.23% | 25 |
|
|
2019
Q4 | $154K | Hold |
741
| – | – | 0.26% | 25 |
|
|
2019
Q3 | $143K | Hold |
741
| – | – | 0.12% | 26 |
|
|
2019
Q2 | $143K | Hold |
741
| – | – | 0.25% | 24 |
|
|
2019
Q1 | $126K | Hold |
741
| – | – | 0.36% | 27 |
|
|
2018
Q4 | $108K | Hold |
741
| – | – | 0.2% | 26 |
|
|
2018
Q3 | $114K | Hold |
741
| – | – | 0.19% | 35 |
|
|
2018
Q2 | $102K | Hold |
741
| – | – | 0.18% | 37 |
|
|
2018
Q1 | $104K | Hold |
741
| – | – | 0.27% | 40 |
|
|
2017
Q4 | $99K | Hold |
741
| – | – | 0.12% | 47 |
|
|
2017
Q3 | $108K | Hold |
741
| – | – | 0.19% | 41 |
|
|
2017
Q2 | $88K | Hold |
741
| – | – | 0.16% | 51 |
|
|
2017
Q1 | $88K | Hold |
741
| – | – | 0.16% | 51 |
|
|
2016
Q4 | $83K | Buy |
+741
| New | +$82.6K | 0.12% | 46 |
|
Other funds holding AON
CGI
PAM
DC
CS
SI
New Capital Management's AON Position: Q2 2026 in Review
New Capital Management held its Aon (AON) position steady in Q2 2026 at 707 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #57.
New Capital Management first reported a position in AON in Q4 2016 and has held it in 36 quarters since. The position peaked at $296K in Q1 2025. 499 funds tracked by Wall St. Rank hold AON as of Q2 2026.
- New Capital Management held 707 shares of Aon worth $235K as of Q2 2026.
- New Capital Management left its Aon share count unchanged in Q2 2026.
- Aon made up 0.05% of New Capital Management's portfolio in Q2 2026, its #57 holding.
- New Capital Management first reported a position in Aon in Q4 2016 and has held it in 36 quarters since.
- New Capital Management's Aon position peaked at $296K in Q1 2025.
- 499 funds tracked by Wall St. Rank held Aon as of Q2 2026.
Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.