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Concurrent Investment Advisors’s Aon AON Stock Holding History

Concurrent Investment 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 		$1.93M Buy
5,805
+692
+14% +$223K 0.02% 732
2026
Q1 		$1.65M Buy
5,113
+377
+8% +$125K 0.02% 683
2025
Q4 		$1.67M Buy
4,736
+4,051
+591% +$1.41M 0.02% 636
2025
Q3 		$244K Buy
685
+11
+2% +$3.98K ﹤0.01% 1253
2025
Q2 		$240K Buy
674
+24
+4% +$8.7K ﹤0.01% 1174
2025
Q1 		$259K Buy
+650
New +$249K 0.01% 994

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

Concurrent Investment Advisors's AON Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Aon (AON) stake by 14% in Q2 2026, buying an estimated $223K and bringing the position to 5,805 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #732.

Concurrent Investment Advisors first reported a position in AON in Q1 2025 and has held it in 6 quarters since. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Concurrent Investment Advisors held 5,805 shares of Aon worth $1.93M as of Q2 2026.
  • Concurrent Investment Advisors bought 692 Aon shares in Q2 2026, an estimated $223K.
  • Aon made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #732 holding.
  • Concurrent Investment Advisors first reported a position in Aon in Q1 2025 and has held it in 6 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.