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Capital Advisors Ltd’s Aon AON Stock Holding History

Capital Advisors Ltd’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 		$49K Buy
148
+75
+103% +$24.2K ﹤0.01% 512
2026
Q1 		$24K Buy
73
+1
+1% +$332 ﹤0.01% 623
2025
Q4 		$25K Hold
72
– – ﹤0.01% 610
2025
Q3 		$26K Hold
72
– – ﹤0.01% 595
2025
Q2 		$26K Sell
72
-5
-6% -$1.81K ﹤0.01% 579
2025
Q1 		$31K Sell
77
-6
-7% -$2.3K ﹤0.01% 543
2024
Q4 		$30K Buy
83
+11
+15% +$4.04K ﹤0.01% 547
2024
Q3 		$25K Buy
72
+1
+1% +$327 ﹤0.01% 574
2024
Q2 		$21K Sell
71
-8
-10% -$2.37K ﹤0.01% 585
2024
Q1 		$26K Buy
79
+20
+34% +$6.2K ﹤0.01% 543
2023
Q4 		$17K Sell
59
-6
-9% -$1.92K ﹤0.01% 584
2023
Q3 		$21K Hold
65
– – ﹤0.01% 543
2023
Q2 		$22K Buy
65
+41
+171% +$13.3K ﹤0.01% 550
2023
Q1 		$8K Sell
24
-42
-64% -$13K ﹤0.01% 586
2022
Q4 		$8K Buy
66
+48
+267% +$14K ﹤0.01% 584
2022
Q3 		$5K Buy
18
+1
+6% +$283 ﹤0.01% 617
2022
Q2 		$5K Buy
17
+15
+750% +$4.31K ﹤0.01% 565
2022
Q1 		$1K Sell
2
-1
-33% -$291 ﹤0.01% 670
2021
Q4 		$1K Buy
+3
New +$899 ﹤0.01% 612

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

Capital Advisors Ltd's AON Position: Q2 2026 in Review

Capital Advisors Ltd increased its Aon (AON) stake by 103% in Q2 2026, buying an estimated $24.2K and bringing the position to 148 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Capital Advisors Ltd first reported a position in AON in Q4 2021 and has held it in 19 quarters since. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Capital Advisors Ltd held 148 shares of Aon worth $49K as of Q2 2026.
  • Capital Advisors Ltd bought 75 Aon shares in Q2 2026, an estimated $24.2K.
  • Aon made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #512 holding.
  • Capital Advisors Ltd first reported a position in Aon in Q4 2021 and has held it in 19 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.