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EP Wealth Advisors’s Aon AON Stock Holding History

EP Wealth 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 		$2.1M Buy
6,337
+342
+6% +$110K 0.01% 564
2026
Q1 		$1.94M Sell
5,995
-19
-0.3% -$6.31K 0.01% 485
2025
Q4 		$2.12M Buy
+6,014
New +$2.1M 0.01% 432
2025
Q2 		$2.42M Buy
6,774
+314
+5% +$114K 0.02% 380
2025
Q1 		$2.58M Buy
6,460
+2,435
+60% +$934K 0.02% 323
2024
Q4 		$1.45M Sell
4,025
-313
-7% -$115K 0.01% 417
2024
Q3 		$1.5M Buy
4,338
+520
+14% +$170K 0.01% 413
2024
Q2 		$1.12M Buy
3,818
+1,794
+89% +$530K 0.01% 370
2024
Q1 		$675K Buy
+2,024
New +$627K 0.01% 447
2022
Q3 		– Sell
-1,448
Closed -$391K – 354
2022
Q2 		$391K Buy
1,448
+356
+33% +$102K 0.01% 427
2022
Q1 		$356K Buy
1,092
+289
+36% +$84.1K 0.01% 454
2021
Q4 		$241K Sell
803
-10
-1% -$3K 0.01% 499
2021
Q3 		$232K Buy
+813
New +$218K 0.01% 484

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

EP Wealth Advisors's AON Position: Q2 2026 in Review

EP Wealth Advisors increased its Aon (AON) stake by 5.7% in Q2 2026, buying an estimated $110K and bringing the position to 6,337 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #564.

EP Wealth Advisors first reported a position in AON in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.58M in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • EP Wealth Advisors held 6,337 shares of Aon worth $2.1M as of Q2 2026.
  • EP Wealth Advisors bought 342 Aon shares in Q2 2026, an estimated $110K.
  • Aon made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #564 holding.
  • EP Wealth Advisors first reported a position in Aon in Q3 2021 and has held it in 13 quarters since.
  • EP Wealth Advisors's Aon position peaked at $2.58M in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.