Carolina Wealth Advisors’s Aon AON Stock Holding History

Carolina Wealth 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	$185K	Hold	557	–	–	0.07%	89
2026 Q1	$180K	Hold	557	–	–	0.07%	95
2025 Q4	$197K	Hold	557	–	–	0.09%	76
2025 Q3	$199K	Hold	557	–	–	0.09%	76
2025 Q2	$199K	Hold	557	–	–	0.1%	59
2025 Q1	$222K	Hold	557	–	–	0.12%	69
2024 Q4	$200K	Hold	557	–	–	0.11%	66
2024 Q3	$193K	Buy	557 +25	+5%	+$8.18K	0.1%	56
2024 Q2	$156K	Hold	532	–	–	0.08%	60
2024 Q1	$178K	Hold	532	–	–	0.1%	62
2023 Q4	$155K	Hold	532	–	–	0.08%	74
2023 Q3	$172K	Hold	532	–	–	0.1%	81
2023 Q2	$184K	Hold	532	–	–	0.11%	67
2023 Q1	$168K	Hold	532	–	–	0.1%	80
2022 Q4	$160K	Hold	532	–	–	0.1%	74
2022 Q3	$143K	Hold	532	–	–	0.11%	72
2022 Q2	$143K	Hold	532	–	–	0.09%	87
2022 Q1	$173K	Hold	532	–	–	0.11%	86
2021 Q4	$160K	Hold	532	–	–	0.09%	91
2021 Q3	$152K	Hold	532	–	–	0.1%	84
2021 Q2	$127K	Hold	532	–	–	0.09%	90
2021 Q1	$122K	Hold	532	–	–	0.09%	62
2020 Q4	$112K	Hold	532	–	–	0.09%	55
2020 Q3	$110K	Buy	+532	New	+$106K	0.1%	51

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolina Wealth Advisors's AON Position: Q2 2026 in Review

Carolina Wealth Advisors held its Aon (AON) position steady in Q2 2026 at 557 shares worth $185K. The position accounts for 0.07% of the portfolio, ranked #89.

Carolina Wealth Advisors first reported a position in AON in Q3 2020 and has held it in 24 quarters since. The position peaked at $222K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Carolina Wealth Advisors held 557 shares of Aon worth $185K as of Q2 2026.
Carolina Wealth Advisors left its Aon share count unchanged in Q2 2026.
Aon made up 0.07% of Carolina Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Carolina Wealth Advisors first reported a position in Aon in Q3 2020 and has held it in 24 quarters since.
Carolina Wealth Advisors's Aon position peaked at $222K in Q1 2025.
1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.