AO
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Advisor OS’s Aon AON Stock Holding History

Advisor OS’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 		$556K Sell
1,677
-696
-29% -$225K 0.04% 291
2026
Q1 		$766K Buy
2,373
+1,437
+154% +$478K 0.06% 220
2025
Q4 		$330K Buy
936
+20
+2% +$6.98K 0.03% 359
2025
Q3 		$327K Buy
+916
New +$331K 0.03% 354
2025
Q1 		– Sell
-811
Closed -$291K – 428
2024
Q4 		$291K Sell
811
-232
-22% -$85.3K 0.03% 331
2024
Q3 		$361K Sell
1,043
-179
-15% -$58.6K 0.04% 288
2024
Q2 		$359K Sell
1,222
-285
-19% -$84.3K 0.04% 276
2024
Q1 		$503K Sell
1,507
-285
-16% -$88.4K 0.06% 235
2023
Q4 		$522K Buy
1,792
+212
+13% +$67.9K 0.07% 211
2023
Q3 		$512K Buy
1,580
+78
+5% +$25.8K 0.08% 185
2023
Q2 		$518K Buy
1,502
+51
+4% +$16.6K 0.08% 198
2023
Q1 		$457K Buy
1,451
+99
+7% +$30.6K 0.11% 171
2022
Q4 		$406K Buy
1,352
+312
+30% +$91.2K 0.11% 162
2022
Q3 		$279K Hold
1,040
– – 0.08% 165
2022
Q2 		$280K Sell
1,040
-52
-5% -$14.9K 0.08% 177
2022
Q1 		$355K Sell
1,092
-1,427
-57% -$415K 0.1% 166
2021
Q4 		$756K Buy
2,519
+91
+4% +$27.3K 0.15% 130
2021
Q3 		$695K Sell
2,428
-72
-3% -$19.3K 0.15% 125
2021
Q2 		$598K Buy
2,500
+871
+53% +$213K 0.12% 127
2021
Q1 		$374K Buy
1,629
+305
+23% +$67.1K 0.08% 139
2020
Q4 		$281K Sell
1,324
-222
-14% -$45.3K 0.08% 114
2020
Q3 		$319K Buy
+1,546
New +$309K 0.13% 77

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's AON Position: Q2 2026 in Review

Advisor OS reduced its Aon (AON) stake by 29% in Q2 2026, selling an estimated $225K and leaving 1,677 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #291.

Advisor OS first reported a position in AON in Q3 2020 and has held it in 22 quarters since. The position peaked at $766K in Q1 2026. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Advisor OS held 1,677 shares of Aon worth $556K as of Q2 2026.
  • Advisor OS sold 696 Aon shares in Q2 2026, an estimated $225K.
  • Aon made up 0.04% of Advisor OS's portfolio in Q2 2026, its #291 holding.
  • Advisor OS first reported a position in Aon in Q3 2020 and has held it in 22 quarters since.
  • Advisor OS's Aon position peaked at $766K in Q1 2026.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.