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Beacon Investment Advisory Services’s Aon AON Stock Holding History

Beacon Investment Advisory Services’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 		$161K Hold
484
– – 0.01% 277
2026
Q1 		$156K Sell
484
-125
-21% -$41.5K 0.01% 276
2025
Q4 		$215K Hold
609
– – 0.01% 251
2025
Q3 		$217K Sell
609
-30
-5% -$10.9K 0.01% 242
2025
Q2 		$228K Buy
+639
New +$232K 0.01% 229

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

Beacon Investment Advisory Services's AON Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Aon (AON) position steady in Q2 2026 at 484 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #277.

Beacon Investment Advisory Services first reported a position in AON in Q2 2025 and has held it in 5 quarters since. The position peaked at $228K in Q2 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Beacon Investment Advisory Services held 484 shares of Aon worth $161K as of Q2 2026.
  • Beacon Investment Advisory Services left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #277 holding.
  • Beacon Investment Advisory Services first reported a position in Aon in Q2 2025 and has held it in 5 quarters since.
  • Beacon Investment Advisory Services's Aon position peaked at $228K in Q2 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.