Fi3 Financial Advisors’s Aon AON Stock Holding History

Fi3 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	$645K	Buy	1,623 +839	+107%	+$271K	0.15%	75
2026 Q1	$253K	Buy	+784	New	+$261K	0.07%	170

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fi3 Financial Advisors's AON Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Aon (AON) stake by 107% in Q2 2026, buying an estimated $271K and bringing the position to 1,623 shares worth $645K. The position accounts for 0.15% of the portfolio, ranked #75.

Fi3 Financial Advisors first reported a position in AON in Q1 2026 and has held it in 2 quarters since. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Fi3 Financial Advisors held 1,623 shares of Aon worth $645K as of Q2 2026.
Fi3 Financial Advisors bought 839 Aon shares in Q2 2026, an estimated $271K.
Aon made up 0.15% of Fi3 Financial Advisors's portfolio in Q2 2026, its #75 holding.
Fi3 Financial Advisors first reported a position in Aon in Q1 2026 and has held it in 2 quarters since.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.