Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$331K Sell
1,026
-155
-13% -$51.5K 0.04% 194
2025
Q4
$417K Buy
+1,181
New +$412K 0.05% 176
2025
Q3
Sell
-1,200
Closed -$436K 130
2025
Q2
$436K Sell
1,200
-9
-0.7% -$3.26K 0.06% 165
2025
Q1
$483K Buy
1,209
+158
+15% +$60.6K 0.08% 145
2024
Q4
$373K Sell
1,051
-66
-6% -$24.3K 0.06% 167
2024
Q3
$386K Sell
1,117
-327
-23% -$107K 0.07% 141
2024
Q2
$424K Buy
+1,444
New +$427K 0.09% 132

Other funds holding AON

Sargent Investment Group's AON Position: Q1 2026 in Review

Sargent Investment Group reduced its Aon (AON) stake by 13% in Q1 2026, selling an estimated $51.5K and leaving 1,026 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #194.

Sargent Investment Group first reported a position in AON in Q2 2024 and has held it in 7 quarters since. The position peaked at $483K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Sargent Investment Group held 1,026 shares of Aon worth $331K as of Q1 2026.
  • Sargent Investment Group sold 155 Aon shares in Q1 2026, an estimated $51.5K.
  • Aon made up 0.04% of Sargent Investment Group's portfolio in Q1 2026, its #194 holding.
  • Sargent Investment Group first reported a position in Aon in Q2 2024 and has held it in 7 quarters since.
  • Sargent Investment Group's Aon position peaked at $483K in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.