FWA
AON icon

FSM Wealth Advisors’s Aon AON Stock Holding History

FSM 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 		$333K Buy
1,005
+234
+30% +$75.5K 0.04% 245
2026
Q1 		$249K Sell
771
-47
-6% -$15.6K 0.03% 268
2025
Q4 		$289K Buy
818
+83
+11% +$29K 0.04% 246
2025
Q3 		$262K Sell
735
-3
-0.4% -$1.08K 0.04% 258
2025
Q2 		$261K Sell
738
-27
-4% -$9.78K 0.04% 234
2025
Q1 		$305K Buy
765
+83
+12% +$31.8K 0.07% 154
2024
Q4 		$251K Buy
682
+39
+6% +$14.3K 0.06% 155
2024
Q3 		$222K Buy
+643
New +$210K 0.06% 171
2024
Q2 		– Sell
-610
Closed -$204K – 158
2024
Q1 		$204K Buy
+610
New +$189K 0.07% 160

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

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

FSM Wealth Advisors increased its Aon (AON) stake by 30% in Q2 2026, buying an estimated $75.5K and bringing the position to 1,005 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #245.

FSM Wealth Advisors first reported a position in AON in Q1 2024 and has held it in 9 quarters since. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • FSM Wealth Advisors held 1,005 shares of Aon worth $333K as of Q2 2026.
  • FSM Wealth Advisors bought 234 Aon shares in Q2 2026, an estimated $75.5K.
  • Aon made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • FSM Wealth Advisors first reported a position in Aon in Q1 2024 and has held it in 9 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.