EWA
AON icon

EverSource Wealth Advisors’s Aon AON Stock Holding History

EverSource 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 		$837K Sell
2,522
-116
-4% -$37.4K 0.03% 393
2026
Q1 		$851K Buy
2,638
+1,054
+67% +$350K 0.03% 430
2025
Q4 		$559K Buy
1,584
+426
+37% +$149K 0.02% 500
2025
Q3 		$413K Buy
1,158
+149
+15% +$53.9K 0.02% 577
2025
Q2 		$360K Buy
1,009
+89
+10% +$32.2K 0.02% 582
2025
Q1 		$367K Buy
920
+238
+35% +$91.3K 0.02% 458
2024
Q4 		$245K Buy
682
+14
+2% +$5.15K 0.01% 577
2024
Q3 		$231K Sell
668
-184
-22% -$60.2K 0.01% 517
2024
Q2 		$280K Buy
852
+45
+6% +$13.3K 0.02% 459
2024
Q1 		$228K Sell
807
-152
-16% -$47.1K 0.02% 452
2023
Q4 		$279K Buy
959
+50
+6% +$16K 0.03% 360
2023
Q3 		$295K Sell
909
-8
-0.9% -$2.65K 0.03% 310
2023
Q2 		$316K Sell
917
-61
-6% -$19.8K 0.03% 298
2023
Q1 		$309K Hold
978
– – 0.04% 295
2022
Q4 		$294K Sell
978
-165
-14% -$48.2K 0.04% 288
2022
Q3 		$307K Sell
1,143
-308
-21% -$87.1K 0.07% 239
2022
Q2 		$391K Buy
1,451
+541
+59% +$156K 0.1% 180
2022
Q1 		$297K Buy
910
+617
+211% +$179K 0.08% 211
2021
Q4 		$88K Buy
+293
New +$87.8K 0.02% 321

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

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

EverSource Wealth Advisors reduced its Aon (AON) stake by 4.4% in Q2 2026, selling an estimated $37.4K and leaving 2,522 shares worth $837K. The position accounts for 0.03% of the portfolio, ranked #393.

EverSource Wealth Advisors first reported a position in AON in Q4 2021 and has held it in 19 quarters since. The position peaked at $851K in Q1 2026. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • EverSource Wealth Advisors held 2,522 shares of Aon worth $837K as of Q2 2026.
  • EverSource Wealth Advisors sold 116 Aon shares in Q2 2026, an estimated $37.4K.
  • Aon made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #393 holding.
  • EverSource Wealth Advisors first reported a position in Aon in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Aon position peaked at $851K in Q1 2026.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.