Root Financial Partners
AON icon

Root Financial Partners’s Aon AON Stock Holding History

Root Financial Partners’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 		$91.3K Sell
330
-699
-68% -$236K ﹤0.01% 775
2026
Q2 		$341K Buy
1,029
+282
+38% +$91K 0.01% 262
2026
Q1 		$241K Buy
747
+434
+139% +$144K 0.01% 298
2025
Q4 		$110K Sell
313
-30
-9% -$10.5K 0.01% 435
2025
Q3 		$122K Buy
+343
New +$124K 0.01% 381

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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Root Financial Partners's AON Position: Q3 2026 in Review

Root Financial Partners reduced its Aon (AON) stake by 68% in Q3 2026, selling an estimated $236K and leaving 330 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Root Financial Partners first reported a position in AON in Q3 2025 and has held it in 5 quarters since. The position peaked at $341K in Q2 2026. 363 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Root Financial Partners held 330 shares of Aon worth $91.3K as of Q3 2026.
  • Root Financial Partners sold 699 Aon shares in Q3 2026, an estimated $236K.
  • Aon made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #775 holding.
  • Root Financial Partners first reported a position in Aon in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Aon position peaked at $341K in Q2 2026.
  • 363 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.