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Heritage Wealth Advisors’s Aon AON Stock Holding History

Heritage 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 		$271K Hold
816
– – 0.01% 198
2026
Q1 		$263K Buy
816
+13
+2% +$4.32K 0.01% 186
2025
Q4 		$283K Hold
803
– – 0.01% 193
2025
Q3 		$286K Sell
803
-8
-1% -$2.89K 0.01% 176
2025
Q2 		$289K Hold
811
– – 0.01% 176
2025
Q1 		$324K Sell
811
-11
-1% -$4.22K 0.02% 160
2024
Q4 		$295K Buy
822
+3
+0.4% +$1.1K 0.01% 171
2024
Q3 		$283K Buy
819
+16
+2% +$5.24K 0.01% 183
2024
Q2 		$236K Hold
803
– – 0.01% 191
2024
Q1 		$268K Sell
803
-250
-24% -$77.5K 0.01% 189
2023
Q4 		$306K Hold
1,053
– – 0.02% 177
2023
Q3 		$341K Hold
1,053
– – 0.02% 159
2023
Q2 		$363K Hold
1,053
– – 0.02% 154
2023
Q1 		$332K Hold
1,053
– – 0.02% 161
2022
Q4 		$316K Sell
1,053
-79
-7% -$23.1K 0.02% 165
2022
Q3 		$303K Buy
1,132
+79
+8% +$22.3K 0.02% 158
2022
Q2 		$284K Buy
1,053
+708
+205% +$204K 0.02% 162
2022
Q1 		$112K Hold
345
– – 0.01% 243
2021
Q4 		$104K Hold
345
– – 0.01% 264
2021
Q3 		$98.6K Buy
345
+250
+263% +$67.2K 0.01% 253
2021
Q2 		$22.7K Sell
95
-3,792
-98% -$927K ﹤0.01% 402
2021
Q1 		$894K Sell
3,887
-6,211
-62% -$1.37M 0.05% 91
2020
Q4 		$2.13M Buy
10,098
+9,598
+1,920% +$1.96M 0.13% 57
2020
Q3 		$103K Buy
500
+50
+11% +$9.98K 0.01% 202
2020
Q2 		$86.7K Buy
450
+50
+13% +$9.32K 0.01% 212
2020
Q1 		$66K Hold
400
– – 0.01% 233
2019
Q4 		$83.3K Hold
400
– – 0.01% 252
2019
Q3 		$77K Hold
400
– – 0.01% 235
2019
Q2 		$77.2K Hold
400
– – 0.01% 218
2019
Q1 		$68.3K Buy
+400
New +$64.9K 0.01% 207

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

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

Heritage Wealth Advisors held its Aon (AON) position steady in Q2 2026 at 816 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #198.

Heritage Wealth Advisors first reported a position in AON in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.13M in Q4 2020. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Heritage Wealth Advisors held 816 shares of Aon worth $271K as of Q2 2026.
  • Heritage Wealth Advisors left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • Heritage Wealth Advisors first reported a position in Aon in Q1 2019 and has held it in 30 quarters since.
  • Heritage Wealth Advisors's Aon position peaked at $2.13M in Q4 2020.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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