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RAFFA WEALTH MANAGEMENT, LLC’s Aon AON Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$13.9K Buy
42
+4
+11% +$1.29K ﹤0.01% 361
2026
Q1 		$12.3K Buy
38
+2
+6% +$665 ﹤0.01% 349
2025
Q4 		$12.7K Hold
36
– – ﹤0.01% 332
2025
Q3 		$12.8K Hold
36
– – ﹤0.01% 318
2025
Q2 		$12.8K Sell
36
-5
-12% -$1.81K ﹤0.01% 330
2025
Q1 		$16.4K Hold
41
– – ﹤0.01% 244
2024
Q4 		$14.7K Buy
41
+5
+14% +$1.84K ﹤0.01% 270
2024
Q3 		$12.5K Sell
36
-37
-51% -$12.1K ﹤0.01% 286
2024
Q2 		$21.4K Hold
73
– – 0.01% 307
2024
Q1 		$24.4K Buy
+73
New +$22.6K 0.01% 273
2023
Q3 		$11K Buy
+34
New +$11.2K ﹤0.01% 267
2022
Q4 		$9K Buy
30
+11
+58% +$3.21K ﹤0.01% 301
2022
Q3 		$5.09K Buy
+19
New +$5.37K ﹤0.01% 382
2021
Q4 		$5.71K Hold
19
– – ﹤0.01% 403
2021
Q3 		$5.43K Buy
19
+6
+46% +$1.61K ﹤0.01% 361
2021
Q2 		$3.1K Buy
+13
New +$3.18K ﹤0.01% 497
2020
Q4 		$4.86K Buy
+23
New +$4.7K ﹤0.01% 364
2020
Q2 		$4.43K Hold
23
– – ﹤0.01% 334
2020
Q1 		$3.8K Buy
+23
New +$4.71K ﹤0.01% 322
2019
Q3 		$4.45K Buy
+23
New +$4.44K ﹤0.01% 283
2018
Q1 		$3.23K Buy
+23
New +$3.22K ﹤0.01% 288
2016
Q3 		$1.01K Buy
+9
New +$992 ﹤0.01% 413
2016
Q1 		$940 Hold
9
– – ﹤0.01% 410
2015
Q4 		$830 Buy
+9
New +$838 ﹤0.01% 455
2015
Q2 		$897 Hold
9
– – ﹤0.01% 422
2015
Q1 		$865 Hold
9
– – ﹤0.01% 429
2014
Q4 		$853 Hold
9
– – ﹤0.01% 403
2014
Q3 		$789 Buy
+9
New +$786 ﹤0.01% 404
2014
Q1 		– Sell
-9
Closed -$853 – 301
2013
Q4 		$853 Buy
+9
New +$713 ﹤0.01% 403

Other funds holding AON

CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
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

RAFFA WEALTH MANAGEMENT, LLC's AON Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Aon (AON) stake by 11% in Q2 2026, buying an estimated $1.29K and bringing the position to 42 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AON in Q4 2013 and has held it in 29 quarters since. The position peaked at $24.4K in Q1 2024. 361 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 42 shares of Aon worth $13.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 4 Aon shares in Q2 2026, an estimated $1.29K.
  • Aon made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #361 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Aon in Q4 2013 and has held it in 29 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Aon position peaked at $24.4K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.