Axxcess Wealth Management’s Aon AON Stock Holding History

Axxcess Wealth Management’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	$2.18M	Buy	+6,578	New	+$2.12M	0.03%	380
2026 Q1	–	Sell	-6,580	Closed	-$2.32M	–	406
2025 Q4	$2.32M	Sell	6,580 -1	-0%	-$349	0.04%	348
2025 Q3	$2.35M	Sell	6,581 -2	-0%	-$724	0.05%	279
2025 Q2	$2.35M	Sell	6,583 -597	-8%	-$216K	0.05%	257
2025 Q1	$2.87M	Sell	7,180 -10	-0.1%	-$3.83K	0.08%	204
2024 Q4	$2.58M	Buy	7,190 +617	+9%	+$227K	0.06%	230
2024 Q3	$2.27M	Buy	6,573 +7	+0.1%	+$2.29K	0.06%	242
2024 Q2	$1.93M	Hold	6,566	–	–	0.05%	258
2024 Q1	$2.19M	Buy	6,566 +2	+0%	+$620	0.06%	236
2023 Q4	$1.91M	Buy	6,564 +5,942	+955%	+$1.9M	0.06%	254
2023 Q3	$202K	Buy	622 +3	+0.5%	+$993	0.01%	736
2023 Q2	$214K	Buy	+619	New	+$201K	0.02%	537

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Axxcess Wealth Management's AON Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Aon (AON) in Q2 2026: 6,578 shares worth $2.18M. The stake represents 0.03% of the portfolio and ranks #380 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AON as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AON in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.87M in Q1 2025. 658 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Axxcess Wealth Management held 6,578 shares of Aon worth $2.18M as of Q2 2026.
Aon was a new Axxcess Wealth Management position in Q2 2026.
Aon made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #380 holding.
Axxcess Wealth Management first reported a position in Aon in Q2 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's Aon position peaked at $2.87M in Q1 2025.
658 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.