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Broadway Wealth Solutions’s Aon AON Stock Holding History

Broadway Wealth Solutions’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 		$345K Buy
1,041
+27
+3% +$8.71K 0.16% 58
2026
Q1 		$327K Buy
1,014
+142
+16% +$47.2K 0.17% 64
2025
Q4 		$308K Buy
872
+28
+3% +$9.78K 0.16% 66
2025
Q3 		$301K Buy
844
+57
+7% +$20.6K 0.17% 66
2025
Q2 		$281K Buy
787
+17
+2% +$6.16K 0.17% 71
2025
Q1 		$307K Sell
770
-65
-8% -$24.9K 0.22% 50
2024
Q4 		$300K Buy
+835
New +$307K 0.23% 60

Other funds holding AON

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Broadway Wealth Solutions's AON Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Aon (AON) stake by 2.7% in Q2 2026, buying an estimated $8.71K and bringing the position to 1,041 shares worth $345K. The position accounts for 0.16% of the portfolio, ranked #58.

Broadway Wealth Solutions first reported a position in AON in Q4 2024 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Broadway Wealth Solutions held 1,041 shares of Aon worth $345K as of Q2 2026.
  • Broadway Wealth Solutions bought 27 Aon shares in Q2 2026, an estimated $8.71K.
  • Aon made up 0.16% of Broadway Wealth Solutions's portfolio in Q2 2026, its #58 holding.
  • Broadway Wealth Solutions first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • 326 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.