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Wedmont Private Capital’s Aon AON Stock Holding History

Wedmont Private Capital’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
Q3 		$463K Sell
1,672
-41
-2% -$13.9K 0.01% 621
2026
Q2 		$611K Sell
1,713
-38
-2% -$12.3K 0.02% 484
2026
Q1 		$577K Sell
1,751
-125
-7% -$41.5K 0.02% 449
2025
Q4 		$656K Sell
1,876
-178
-9% -$62.2K 0.02% 386
2025
Q3 		$754K Buy
2,054
+2
+0.1% +$724 0.03% 336
2025
Q2 		$732K Buy
2,052
+6
+0.3% +$2.17K 0.03% 338
2025
Q1 		$770K Buy
2,046
+179
+10% +$68.6K 0.04% 269
2024
Q4 		$653K Buy
1,867
+133
+8% +$48.9K 0.03% 301
2024
Q3 		$596K Buy
1,734
+120
+7% +$39.3K 0.03% 312
2024
Q2 		$481K Sell
1,614
-185
-10% -$54.7K 0.03% 353
2024
Q1 		$575K Buy
1,799
+70
+4% +$21.7K 0.04% 292
2023
Q4 		$511K Sell
1,729
-209
-11% -$66.9K 0.04% 297
2023
Q3 		$635K Buy
1,938
+111
+6% +$36.7K 0.06% 211
2023
Q2 		$615K Buy
1,827
+93
+5% +$30.2K 0.07% 204
2023
Q1 		$555K Buy
1,734
+361
+26% +$112K 0.07% 200
2022
Q4 		$422K Buy
1,373
+38
+3% +$11.1K 0.06% 240
2022
Q3 		$358K Buy
+1,335
New +$377K 0.07% 217
2022
Q2 		– Sell
-891
Closed -$291K – 340
2022
Q1 		$291K Buy
891
+127
+17% +$36.9K 0.06% 244
2021
Q4 		$214K Buy
+764
New +$229K 0.07% 222

Other funds holding AON

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Wedmont Private Capital's AON Position: Q3 2026 in Review

Wedmont Private Capital reduced its Aon (AON) stake by 2.4% in Q3 2026, selling an estimated $13.9K and leaving 1,672 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #621.

Wedmont Private Capital first reported a position in AON in Q4 2021 and has held it in 19 quarters since. The position peaked at $770K in Q1 2025. 44 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Wedmont Private Capital held 1,672 shares of Aon worth $463K as of Q3 2026.
  • Wedmont Private Capital sold 41 Aon shares in Q3 2026, an estimated $13.9K.
  • Aon made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #621 holding.
  • Wedmont Private Capital first reported a position in Aon in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Aon position peaked at $770K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.