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Arkadios Wealth Advisors’s Aon AON Stock Holding History

Arkadios Wealth 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 		$1.43M Sell
4,308
-26
-0.6% -$8.39K 0.02% 663
2026
Q1 		$1.4M Buy
4,334
+94
+2% +$31.2K 0.02% 650
2025
Q4 		$1.5M Buy
4,240
+1,925
+83% +$672K 0.03% 550
2025
Q3 		$825K Buy
2,315
+518
+29% +$187K 0.02% 726
2025
Q2 		$641K Buy
1,797
+161
+10% +$58.3K 0.02% 755
2025
Q1 		$653K Buy
+1,636
New +$627K 0.02% 609
2021
Q4 		– Sell
-35
Closed -$10K – 634
2021
Q3 		$10K Sell
35
-47
-57% -$12.6K ﹤0.01% 1427
2021
Q2 		$19K Hold
82
– – ﹤0.01% 1303
2021
Q1 		$18K Buy
82
+1
+1% +$220 ﹤0.01% 995
2020
Q4 		$17K Buy
81
+38
+88% +$7.76K ﹤0.01% 791
2020
Q3 		$9.25K Buy
43
+20
+87% +$3.99K ﹤0.01% 762
2020
Q2 		$4.58K Sell
23
-56
-71% -$10.4K ﹤0.01% 793
2020
Q1 		$13K Buy
79
+3
+4% +$614 0.01% 579
2019
Q4 		$17.9K Buy
+76
New +$15K 0.01% 480

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

Arkadios Wealth Advisors's AON Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Aon (AON) stake by 0.6% in Q2 2026, selling an estimated $8.39K and leaving 4,308 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #663.

Arkadios Wealth Advisors first reported a position in AON in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.5M in Q4 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Arkadios Wealth Advisors held 4,308 shares of Aon worth $1.43M as of Q2 2026.
  • Arkadios Wealth Advisors sold 26 Aon shares in Q2 2026, an estimated $8.39K.
  • Aon made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #663 holding.
  • Arkadios Wealth Advisors first reported a position in Aon in Q4 2019 and has held it in 14 quarters since.
  • Arkadios Wealth Advisors's Aon position peaked at $1.5M in Q4 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.