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Comprehensive Financial Management’s Aon AON Stock Holding History

Comprehensive Financial Management’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 		$1.06M Hold
3,197
– – 0.03% 30
2026
Q1 		$1.03M Hold
3,197
– – 0.03% 29
2025
Q4 		$1.13M Hold
3,197
– – 0.03% 27
2025
Q3 		$1.14M Hold
3,197
– – 0.03% 28
2025
Q2 		$1.14M Buy
+3,197
New +$1.16M 0.03% 32

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

Comprehensive Financial Management's AON Position: Q2 2026 in Review

Comprehensive Financial Management held its Aon (AON) position steady in Q2 2026 at 3,197 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #30.

Comprehensive Financial Management first reported a position in AON in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q2 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Comprehensive Financial Management held 3,197 shares of Aon worth $1.06M as of Q2 2026.
  • Comprehensive Financial Management left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.03% of Comprehensive Financial Management's portfolio in Q2 2026, its #30 holding.
  • Comprehensive Financial Management first reported a position in Aon in Q2 2025 and has held it in 5 quarters since.
  • Comprehensive Financial Management's Aon position peaked at $1.14M in Q2 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.