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Evernest Financial Advisors’s Aon AON Stock Holding History

Evernest Financial 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
Q1 		$722K Buy
2,230
+988
+80% +$328K 0.15% 94
2025
Q4 		$385K Sell
1,242
-593
-32% -$207K 0.08% 130
2025
Q3 		$654K Sell
1,835
-342
-16% -$124K 0.18% 103
2025
Q2 		$777K Buy
2,177
+179
+9% +$64.9K 0.25% 81
2025
Q1 		$797K Buy
1,998
+286
+17% +$110K 0.29% 82
2024
Q4 		$615K Buy
1,712
+7
+0.4% +$2.57K 0.16% 96
2024
Q3 		$590K Buy
1,705
+150
+10% +$49.1K 0.16% 99
2024
Q2 		$457K Buy
1,555
+355
+30% +$105K 0.2% 90
2024
Q1 		$372K Buy
1,200
+240
+25% +$74.4K 0.18% 94
2023
Q4 		$279K Buy
+960
New +$307K 0.14% 111
2021
Q4 		$330K Buy
+1,055
New +$316K 0.17% 97

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evernest Financial Advisors's AON Position: Q1 2026 in Review

Evernest Financial Advisors increased its Aon (AON) stake by 80% in Q1 2026, buying an estimated $328K and bringing the position to 2,230 shares worth $722K. The position accounts for 0.15% of the portfolio, ranked #94.

Evernest Financial Advisors first reported a position in AON in Q4 2021 and has held it in 11 quarters since. The position peaked at $797K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Evernest Financial Advisors held 2,230 shares of Aon worth $722K as of Q1 2026.
  • Evernest Financial Advisors bought 988 Aon shares in Q1 2026, an estimated $328K.
  • Aon made up 0.15% of Evernest Financial Advisors's portfolio in Q1 2026, its #94 holding.
  • Evernest Financial Advisors first reported a position in Aon in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Aon position peaked at $797K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.