Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$258K Sell
799
-735
-48% -$244K 0.02% 345
2025
Q4
$541K Buy
1,534
+643
+72% +$225K 0.04% 226
2025
Q3
$318K Buy
+891
New +$322K 0.03% 266
2024
Q1
Sell
-149
Closed -$43.4K 231
2023
Q4
$43.4K Buy
+149
New +$47.7K 0.01% 283

Other funds holding AON

Turtle Creek Wealth Advisors's AON Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its Aon (AON) stake by 48% in Q1 2026, selling an estimated $244K and leaving 799 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #345.

Turtle Creek Wealth Advisors first reported a position in AON in Q4 2023 and has held it in 4 quarters since. The position peaked at $541K in Q4 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Turtle Creek Wealth Advisors held 799 shares of Aon worth $258K as of Q1 2026.
  • Turtle Creek Wealth Advisors sold 735 Aon shares in Q1 2026, an estimated $244K.
  • Aon made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #345 holding.
  • Turtle Creek Wealth Advisors first reported a position in Aon in Q4 2023 and has held it in 4 quarters since.
  • Turtle Creek Wealth Advisors's Aon position peaked at $541K in Q4 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.