CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Aon AON Stock Holding History

CAPTRUST Financial Advisors’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 		$2.49M Hold
7,500
– – ﹤0.01% 1183
2026
Q1 		$2.42M Buy
+7,500
New +$2.49M ﹤0.01% 1121

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

CAPTRUST Financial Advisors's AON Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Aon (AON) stake by 78% in Q2 2026, buying an estimated $9.73M and bringing the position to 68,638 shares worth $22.8M. The position accounts for 0.03% of the portfolio, ranked #354.

CAPTRUST Financial Advisors first reported a position in AON in Q4 2017 and has held it in 35 quarters since. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • CAPTRUST Financial Advisors held 68,638 shares of Aon worth $22.8M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 30,156 Aon shares in Q2 2026, an estimated $9.73M.
  • Aon made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #354 holding.
  • CAPTRUST Financial Advisors first reported a position in Aon in Q4 2017 and has held it in 35 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.