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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
Q2 		$744K Buy
2,242
+12
+0.5% +$3.87K 0.16% 93
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 $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

Evernest Financial Advisors's AON Position: Q2 2026 in Review

Evernest Financial Advisors increased its Aon (AON) stake by 0.54% in Q2 2026, buying an estimated $3.87K and bringing the position to 2,242 shares worth $744K. The position accounts for 0.16% of the portfolio, ranked #93.

Evernest Financial Advisors first reported a position in AON in Q4 2021 and has held it in 12 quarters since. The position peaked at $797K in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Evernest Financial Advisors held 2,242 shares of Aon worth $744K as of Q2 2026.
  • Evernest Financial Advisors bought 12 Aon shares in Q2 2026, an estimated $3.87K.
  • Aon made up 0.16% of Evernest Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Evernest Financial Advisors first reported a position in Aon in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's Aon position peaked at $797K in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.