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Avalon Trust’s Aon AON Stock Holding History

Avalon Trust’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 		$19M Sell
57,146
-90
-0.2% -$29K 1.17% 24
2026
Q1 		$18.5M Buy
57,236
+350
+0.6% +$116K 1.27% 25
2025
Q4 		$20.1M Buy
56,886
+17,301
+44% +$6.04M 1.3% 21
2025
Q3 		$14.1M Sell
39,585
-196
-0.5% -$70.9K 0.92% 31
2025
Q2 		$14.2M Sell
39,781
-4,510
-10% -$1.63M 1.04% 26
2025
Q1 		$17.7M Sell
44,291
-1,782
-4% -$683K 1.41% 21
2024
Q4 		$16.5M Sell
46,073
-538
-1% -$198K 1.18% 28
2024
Q3 		$16.1M Sell
46,611
-575
-1% -$188K 1.19% 28
2024
Q2 		$13.9M Buy
47,186
+835
+2% +$247K 1.1% 30
2024
Q1 		$15.5M Sell
46,351
-255
-0.5% -$79.1K 1.27% 28
2023
Q4 		$13.6M Sell
46,606
-785
-2% -$251K 1.24% 29
2023
Q3 		$15.4M Sell
47,391
-1,477
-3% -$489K 1.52% 26
2023
Q2 		$16.9M Sell
48,868
-1,140
-2% -$370K 1.53% 24
2023
Q1 		$15.8M Buy
+50,008
New +$15.5M 1.56% 28

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

Avalon Trust's AON Position: Q2 2026 in Review

Avalon Trust reduced its Aon (AON) stake by 0.16% in Q2 2026, selling an estimated $29K and leaving 57,146 shares worth $19M. The position accounts for 1.17% of the portfolio, ranked #24.

Avalon Trust first reported a position in AON in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.1M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Avalon Trust held 57,146 shares of Aon worth $19M as of Q2 2026.
  • Avalon Trust sold 90 Aon shares in Q2 2026, an estimated $29K.
  • Aon made up 1.17% of Avalon Trust's portfolio in Q2 2026, its #24 holding.
  • Avalon Trust first reported a position in Aon in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's Aon position peaked at $20.1M in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.