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Unique Wealth Strategies’s Aon AON Stock Holding History

Unique Wealth Strategies’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
Q2 		$598K Sell
1,802
-2
-0.1% -$645 0.22% 137
2026
Q1 		$582K Buy
+1,804
New +$600K 0.24% 117
2024
Q3 		– Sell
-53
Closed -$17.8K – 232
2024
Q2 		$17.8K Buy
+53
New +$15.7K 0.01% 274
2024
Q1 		– Sell
-2,134
Closed -$621K – 182
2023
Q4 		$621K Buy
+2,134
New +$683K 0.41% 101

Other funds holding AON

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Unique Wealth Strategies's AON Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Aon (AON) stake by 0.11% in Q2 2026, selling an estimated $645 and leaving 1,802 shares worth $598K. The position accounts for 0.22% of the portfolio, ranked #137.

Unique Wealth Strategies first reported a position in AON in Q4 2023 and has held it in 4 quarters since. The position peaked at $621K in Q4 2023. 291 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Unique Wealth Strategies held 1,802 shares of Aon worth $598K as of Q2 2026.
  • Unique Wealth Strategies sold 2 Aon shares in Q2 2026, an estimated $645.
  • Aon made up 0.22% of Unique Wealth Strategies's portfolio in Q2 2026, its #137 holding.
  • Unique Wealth Strategies first reported a position in Aon in Q4 2023 and has held it in 4 quarters since.
  • Unique Wealth Strategies's Aon position peaked at $621K in Q4 2023.
  • 291 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.