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Crestwood Advisors Group’s Aon AON Stock Holding History

Crestwood Advisors Group’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 		$2.2M Sell
6,648
-654
-9% -$211K 0.03% 231
2026
Q1 		$2.36M Buy
7,302
+873
+14% +$290K 0.04% 213
2025
Q4 		$2.27M Buy
6,429
+178
+3% +$62.2K 0.04% 207
2025
Q3 		$2.23M Buy
6,251
+126
+2% +$45.6K 0.04% 206
2025
Q2 		$2.19M Sell
6,125
-3,485
-36% -$1.26M 0.04% 195
2025
Q1 		$3.84M Sell
9,610
-135
-1% -$51.8K 0.07% 146
2024
Q4 		$3.5M Buy
9,745
+7
+0.1% +$2.57K 0.07% 147
2024
Q3 		$3.37M Buy
9,738
+8,779
+915% +$2.87M 0.06% 148
2024
Q2 		$282K Buy
+959
New +$284K 0.01% 363
2022
Q2 		– Sell
-620
Closed -$202K – 272
2022
Q1 		$202K Buy
+620
New +$180K 0.01% 273

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

Crestwood Advisors Group's AON Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Aon (AON) stake by 9% in Q2 2026, selling an estimated $211K and leaving 6,648 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #231.

Crestwood Advisors Group first reported a position in AON in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.84M in Q1 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Crestwood Advisors Group held 6,648 shares of Aon worth $2.2M as of Q2 2026.
  • Crestwood Advisors Group sold 654 Aon shares in Q2 2026, an estimated $211K.
  • Aon made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #231 holding.
  • Crestwood Advisors Group first reported a position in Aon in Q1 2022 and has held it in 10 quarters since.
  • Crestwood Advisors Group's Aon position peaked at $3.84M in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.