Polen Capital Management sold 1.19M shares of Aon PLC (AON) in 2026 Q2, according to the 13F-HR filed with the SEC on August 4, 2026, 88% of the position. What remains is 164K shares worth about $54.4M, 0.47% of the portfolio against 3.02% a quarter earlier.
What did the 2026 Q2 filing report for AON?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.35M | 164K |
| Shares sold | -1.19M (88%) | |
| Reported value | $437.1M | $54.4M |
| Portfolio weight | 3.02% | 0.47% |
| Rank in portfolio | 28th of 219 |
How much did Polen Capital Management cut AON?
Polen Capital Management sold 1.19M shares of AON during 2026 Q2, cutting the stake from 1.35M to 164K. The reported value of the position fell by about $382.7M, from about $437.1M to about $54.4M.
Where does AON sit in the Polen Capital Management portfolio?
AON ranks 28th of 219 stock positions in the Polen Capital Management portfolio at 0.47%, about the fund's average stock position of 0%. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. The AON cut was the largest of the quarter's 289 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held AON?
Polen Capital Management first reported AON in the quarter ended September 30, 2020. The weight peaked at 3.77% in 2025 Q1. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 27%. Every reported trade is on the Polen Capital Management AON trade history page.
Did other funds buy or sell AON in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 10 hold AON. Of those, 3 added to the position this quarter and 3 trimmed it. The largest buyers of AON this quarter were Ole Andreas Halvorsen, Nathaniel Simons and Eric H. Schoenstein. The largest sellers were William Von Mueffling, Seth Klarman and Eagle Capital Management. Every tracked holder of AON is on the AON ownership page.
FAQ
How many AON shares did Polen Capital Management sell in 2026 Q2?
Polen Capital Management sold 1.19M shares of AON, 88% of the position, leaving 164K shares.
What remains of the AON position of Polen Capital Management?
Polen Capital Management still holds 164K shares of AON, worth about $54.4M at June 30, 2026 prices.
How much of the Polen Capital Management portfolio is AON now?
AON is 0.47% of the Polen Capital Management portfolio, down from 3.02% a quarter earlier.
Did other funds trim AON in 2026 Q2?
Among the 10 other tracked funds that hold AON, 3 trimmed it in 2026 Q2 and 3 added to it.