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Aptus Capital Advisors’s Aon AON Stock Holding History

Aptus Capital Advisors’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 		$5.1M Buy
15,376
+492
+3% +$159K 0.03% 359
2026
Q1 		$4.8M Buy
14,884
+13,506
+980% +$4.49M 0.04% 347
2025
Q4 		$486K Sell
1,378
-34
-2% -$11.9K ﹤0.01% 739
2025
Q3 		$503K Sell
1,412
-85
-6% -$30.7K ﹤0.01% 697
2025
Q2 		$534K Buy
1,497
+69
+5% +$25K ﹤0.01% 661
2025
Q1 		$570K Buy
1,428
+106
+8% +$40.6K 0.01% 609
2024
Q4 		$475K Buy
1,322
+288
+28% +$106K 0.01% 644
2024
Q3 		$358K Buy
1,034
+95
+10% +$31.1K 0.01% 622
2024
Q2 		$276K Buy
939
+121
+15% +$35.8K ﹤0.01% 640
2024
Q1 		$273K Buy
818
+113
+16% +$35K 0.01% 656
2023
Q4 		$205K Sell
705
-55
-7% -$17.6K 0.01% 555
2023
Q3 		$246K Buy
+760
New +$251K 0.01% 516
2019
Q4 		– Sell
-12,852
Closed -$2.49M – 500
2019
Q3 		$2.49M Sell
12,852
-2,107
-14% -$407K 0.14% 96
2019
Q2 		$2.89M Sell
14,959
-1,104
-7% -$200K 0.41% 31
2019
Q1 		$2.74M Buy
+16,063
New +$2.6M 0.47% 37

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

Aptus Capital Advisors's AON Position: Q2 2026 in Review

Aptus Capital Advisors increased its Aon (AON) stake by 3.3% in Q2 2026, buying an estimated $159K and bringing the position to 15,376 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #359.

Aptus Capital Advisors first reported a position in AON in Q1 2019 and has held it in 15 quarters since. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Aptus Capital Advisors held 15,376 shares of Aon worth $5.1M as of Q2 2026.
  • Aptus Capital Advisors bought 492 Aon shares in Q2 2026, an estimated $159K.
  • Aon made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #359 holding.
  • Aptus Capital Advisors first reported a position in Aon in Q1 2019 and has held it in 15 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.