Cornerstone Advisory’s Aon AON Stock Holding History

Cornerstone Advisory’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	$213K	Buy	642 +11	+2%	+$3.55K	0.02%	260
2026 Q1	$204K	Buy	631 +23	+4%	+$7.64K	0.02%	250
2025 Q4	$215K	Hold	608	–	–	0.02%	236
2025 Q3	$217K	Buy	608 +10	+2%	+$3.62K	0.02%	232
2025 Q2	$213K	Sell	598 -5	-0.8%	-$1.81K	0.02%	228
2025 Q1	$216K	Sell	603 -36	-6%	-$13.8K	0.03%	214
2024 Q4	$247K	Buy	639 +43	+7%	+$15.8K	0.03%	208
2024 Q3	$206K	Buy	+596	New	+$195K	0.03%	212
2023 Q2	–	Sell	-962	Closed	-$303K	–	214
2023 Q1	$303K	Buy	962 +7	+0.7%	+$2.17K	0.05%	173
2022 Q4	$287K	Buy	955 +2	+0.2%	+$584	0.06%	166
2022 Q3	$255K	Hold	953	–	–	0.06%	173
2022 Q2	$257K	Hold	953	–	–	0.06%	165
2022 Q1	$310K	Sell	953 -459	-33%	-$134K	0.05%	181
2021 Q4	$424K	Buy	1,412 +460	+48%	+$138K	0.06%	189
2021 Q3	$272K	Hold	952	–	–	0.05%	195
2021 Q2	$227K	Hold	952	–	–	0.04%	201
2021 Q1	$219K	Hold	952	–	–	0.04%	192
2020 Q4	$201K	Buy	+952	New	+$194K	0.04%	200

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

Cornerstone Advisory's AON Position: Q2 2026 in Review

Cornerstone Advisory increased its Aon (AON) stake by 1.7% in Q2 2026, buying an estimated $3.55K and bringing the position to 642 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #260.

Cornerstone Advisory first reported a position in AON in Q4 2020 and has held it in 18 quarters since. The position peaked at $424K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Cornerstone Advisory held 642 shares of Aon worth $213K as of Q2 2026.
Cornerstone Advisory bought 11 Aon shares in Q2 2026, an estimated $3.55K.
Aon made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #260 holding.
Cornerstone Advisory first reported a position in Aon in Q4 2020 and has held it in 18 quarters since.
Cornerstone Advisory's Aon position peaked at $424K in Q4 2021.
1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.