CA
AON icon

Clearstead Advisors’s Aon AON Stock Holding History

Clearstead 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 		$2.44M Sell
7,362
-4,082
-36% -$1.32M 0.02% 349
2026
Q1 		$3.69M Buy
11,444
+906
+9% +$301K 0.03% 270
2025
Q4 		$3.72M Buy
10,538
+319
+3% +$111K 0.05% 235
2025
Q3 		$3.64M Sell
10,219
-5,503
-35% -$1.99M 0.05% 230
2025
Q2 		$5.61M Buy
15,722
+2,256
+17% +$817K 0.08% 182
2025
Q1 		$5.37M Buy
13,466
+2,803
+26% +$1.07M 0.08% 172
2024
Q4 		$3.83M Buy
10,663
+197
+2% +$72.4K 0.06% 210
2024
Q3 		$3.62M Buy
10,466
+3,397
+48% +$1.11M 0.06% 219
2024
Q2 		$2.08M Sell
7,069
-70
-1% -$20.7K 0.04% 275
2024
Q1 		$2.06M Buy
7,139
+2,898
+68% +$898K 0.1% 152
2023
Q4 		$1.23M Sell
4,241
-37
-0.9% -$11.8K 0.07% 199
2023
Q3 		$1.39M Buy
4,278
+2
+0% +$662 0.09% 167
2023
Q2 		$1.48M Buy
4,276
+3,491
+445% +$1.13M 0.09% 163
2023
Q1 		$248K Buy
785
+177
+29% +$54.8K 0.02% 365
2022
Q4 		$182K Hold
608
– – 0.01% 394
2022
Q3 		$163K Hold
608
– – 0.02% 394
2022
Q2 		$164K Sell
608
-280
-32% -$80.5K 0.01% 405
2022
Q1 		$289K Buy
888
+280
+46% +$81.4K 0.02% 353
2021
Q4 		$183K Sell
608
-334
-35% -$100K 0.01% 408
2021
Q3 		$269K Buy
942
+310
+49% +$83.3K 0.02% 330
2021
Q2 		$151K Buy
632
+24
+4% +$5.87K 0.01% 382
2021
Q1 		$140K Hold
608
– – 0.01% 380
2020
Q4 		$128K Hold
608
– – 0.01% 377
2020
Q3 		$125K Hold
608
– – 0.01% 337
2020
Q2 		$117K Sell
608
-114
-16% -$21.2K 0.01% 331
2020
Q1 		$119K Buy
+722
New +$148K 0.02% 307

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

Clearstead Advisors's AON Position: Q2 2026 in Review

Clearstead Advisors reduced its Aon (AON) stake by 36% in Q2 2026, selling an estimated $1.32M and leaving 7,362 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #349.

Clearstead Advisors first reported a position in AON in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.61M in Q2 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Clearstead Advisors held 7,362 shares of Aon worth $2.44M as of Q2 2026.
  • Clearstead Advisors sold 4,082 Aon shares in Q2 2026, an estimated $1.32M.
  • Aon made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #349 holding.
  • Clearstead Advisors first reported a position in Aon in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Aon position peaked at $5.61M in Q2 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.