David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Aon plc (AON)
← All AON superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 648 0.02 $322.78 $209,161 SEC
2025   Q4 648 0.02 $352.88 $228,666 SEC
2025   Q3 648 0.02 $356.58 $231,064 SEC
2025   Q2 648 0.02 $356.76 $231,180 SEC
2025   Q1 648 0.03 Reduce 6.22% <0.01 $323.73–412.97 · VW $369.59i $258,610 SEC
2024   Q4 691 0.03 Buy 0.03 $346.07–409.99 · VW $388.39i $248,180 SEC
2024   Q3 0 0.00 Sell 100.00% 0.02 $339.29–395.33 · VW $375.39i SEC
2024   Q2 691 0.02 Buy 0.02 $278.60–345.56 · VW $322.63i $203,000 SEC
Price snapshot:
Current price$367.35
Avg. buy price$359.16
+/- since buy2.28%
52-week low$303.79
52-week high$379.20