Valeo Financial Advisors’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 | $382K | Buy |
1,151
+232
| +25% | +$74.8K | 0.01% | 535 |
|
|
2026
Q1 | $297K | Sell |
919
-1,413
| -61% | -$470K | 0.01% | 552 |
|
|
2025
Q4 | $823K | Sell |
2,332
-23
| -1% | -$8.03K | 0.02% | 345 |
|
|
2025
Q3 | $840K | Sell |
2,355
-79
| -3% | -$28.6K | 0.02% | 343 |
|
|
2025
Q2 | $868K | Buy |
2,434
+171
| +8% | +$62K | 0.02% | 332 |
|
|
2025
Q1 | $903K | Buy |
2,263
+101
| +5% | +$38.7K | 0.03% | 280 |
|
|
2024
Q4 | $776K | Sell |
2,162
-39
| -2% | -$14.3K | 0.02% | 321 |
|
|
2024
Q3 | $761K | Buy |
2,201
+340
| +18% | +$111K | 0.02% | 316 |
|
|
2024
Q2 | $546K | Buy |
1,861
+135
| +8% | +$39.9K | 0.02% | 366 |
|
|
2024
Q1 | $533K | Sell |
1,726
-430
| -20% | -$133K | 0.02% | 362 |
|
|
2023
Q4 | $627K | Sell |
2,156
-275
| -11% | -$88K | 0.03% | 302 |
|
|
2023
Q3 | $788K | Buy |
2,431
+390
| +19% | +$129K | 0.04% | 241 |
|
|
2023
Q2 | $704K | Sell |
2,041
-253
| -11% | -$82.2K | 0.03% | 254 |
|
|
2023
Q1 | $723K | Buy |
2,294
+446
| +24% | +$138K | 0.03% | 264 |
|
|
2022
Q4 | $555K | Buy |
1,848
+541
| +41% | +$158K | 0.03% | 263 |
|
|
2022
Q3 | $350K | Sell |
1,307
-285
| -18% | -$80.6K | 0.02% | 310 |
|
|
2022
Q2 | $429K | Sell |
1,592
-189
| -11% | -$54.3K | 0.03% | 276 |
|
|
2022
Q1 | $580K | Buy |
1,781
+81
| +5% | +$23.6K | 0.03% | 299 |
|
|
2021
Q4 | $511K | Buy |
1,700
+39
| +2% | +$11.7K | 0.03% | 299 |
|
|
2021
Q3 | $475K | Buy |
1,661
+110
| +7% | +$29.5K | 0.03% | 312 |
|
|
2021
Q2 | $370K | Sell |
1,551
-160
| -9% | -$39.1K | 0.02% | 315 |
|
|
2021
Q1 | $394K | Buy |
1,711
+324
| +23% | +$71.3K | 0.02% | 313 |
|
|
2020
Q4 | $293K | Buy |
1,387
+6
| +0.4% | +$1.23K | 0.02% | 337 |
|
|
2020
Q3 | $285K | Sell |
1,381
-95
| -6% | -$19K | 0.02% | 262 |
|
|
2020
Q2 | $284K | Sell |
1,476
-54
| -4% | -$10.1K | 0.03% | 261 |
|
|
2020
Q1 | $292K | Sell |
1,530
-136
| -8% | -$27.8K | 0.03% | 229 |
|
|
2019
Q4 | $347K | Buy |
1,666
+274
| +20% | +$54.3K | 0.03% | 238 |
|
|
2019
Q3 | $270K | Buy |
1,392
+470
| +51% | +$90.7K | 0.03% | 240 |
|
|
2019
Q2 | $178K | Sell |
922
-63
| -6% | -$11.4K | 0.02% | 311 |
|
|
2019
Q1 | $168K | Buy |
985
+21
| +2% | +$3.4K | 0.02% | 315 |
|
|
2018
Q4 | $140K | Sell |
964
-32
| -3% | -$4.97K | 0.02% | 316 |
|
|
2018
Q3 | $156K | Sell |
996
-5
| -0.5% | -$731 | 0.02% | 313 |
|
|
2018
Q2 | $141K | Buy |
1,001
+7
| +0.7% | +$986 | 0.02% | 344 |
|
|
2018
Q1 | $139K | Buy |
994
+122
| +14% | +$17.1K | 0.02% | 301 |
|
|
2017
Q4 | $117K | Buy |
872
+151
| +21% | +$21.5K | 0.02% | 315 |
|
|
2017
Q3 | $105K | Buy |
+721
| New | +$101K | 0.02% | 285 |
|
Other funds holding AON
Valeo Financial Advisors's AON Position: Q2 2026 in Review
Valeo Financial Advisors increased its Aon (AON) stake by 25% in Q2 2026, buying an estimated $74.8K and bringing the position to 1,151 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #535.
Valeo Financial Advisors first reported a position in AON in Q3 2017 and has held it in 36 quarters since. The position peaked at $903K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.
- Valeo Financial Advisors held 1,151 shares of Aon worth $382K as of Q2 2026.
- Valeo Financial Advisors bought 232 Aon shares in Q2 2026, an estimated $74.8K.
- Aon made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #535 holding.
- Valeo Financial Advisors first reported a position in Aon in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Aon position peaked at $903K in Q1 2025.
- 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.