JFS Wealth Advisors’s Aon AON Stock Holding History

JFS 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	$323K	Buy	974 +8	+0.8%	+$2.58K	0.02%	284
2026 Q1	$312K	Sell	966 -20	-2%	-$6.65K	0.02%	274
2025 Q4	$348K	Buy	986 +28	+3%	+$9.78K	0.02%	257
2025 Q3	$342K	Buy	958 +1	+0.1%	+$362	0.02%	261
2025 Q2	$341K	Sell	957 -10	-1%	-$3.62K	0.02%	244
2025 Q1	$386K	Sell	967 -58	-6%	-$22.2K	0.03%	225
2024 Q4	$368K	Hold	1,025	–	–	0.03%	226
2024 Q3	$355K	Sell	1,025 -215	-17%	-$70.3K	0.02%	231
2024 Q2	$364K	Sell	1,240 -4	-0.3%	-$1.18K	0.03%	175
2024 Q1	$415K	Sell	1,244 -2	-0.2%	-$620	0.03%	165
2023 Q4	$363K	Buy	1,246 +38	+3%	+$12.2K	0.03%	164
2023 Q3	$392K	Hold	1,208	–	–	0.04%	163
2023 Q2	$417K	Sell	1,208 -99	-8%	-$32.2K	0.04%	162
2023 Q1	$412K	Sell	1,307 -1	-0.1%	-$310	0.04%	159
2022 Q4	$393K	Buy	1,308 +1	+0.1%	+$292	0.04%	162
2022 Q3	$350K	Buy	1,307 +4	+0.3%	+$1.13K	0.04%	167
2022 Q2	$351K	Sell	1,303 -130	-9%	-$37.4K	0.04%	162
2022 Q1	$467K	Buy	1,433 +29	+2%	+$8.44K	0.04%	164
2021 Q4	$422K	Hold	1,404	–	–	0.04%	169
2021 Q3	$401K	Hold	1,404	–	–	0.04%	164
2021 Q2	$335K	Hold	1,404	–	–	0.05%	135
2021 Q1	$323K	Hold	1,404	–	–	0.07%	121
2020 Q4	$297K	Buy	1,404 +52	+4%	+$10.6K	0.06%	123
2020 Q3	$279K	Sell	1,352 -300	-18%	-$59.9K	0.07%	116
2020 Q2	$318K	Hold	1,652	–	–	0.08%	107
2020 Q1	$273K	Hold	1,652	–	–	0.08%	106
2019 Q4	$344K	Hold	1,652	–	–	0.08%	113
2019 Q3	$320K	Hold	1,652	–	–	0.08%	114
2019 Q2	$319K	Hold	1,652	–	–	0.08%	117
2019 Q1	$282K	Hold	1,652	–	–	0.07%	120
2018 Q4	$240K	Hold	1,652	–	–	0.06%	124
2018 Q3	$254K	Hold	1,652	–	–	0.07%	128
2018 Q2	$227K	Hold	1,652	–	–	0.06%	129
2018 Q1	$232K	Hold	1,652	–	–	0.06%	129
2017 Q4	$221K	Hold	1,652	–	–	0.05%	130
2017 Q3	$241K	Hold	1,652	–	–	0.06%	120
2017 Q2	$220K	Hold	1,652	–	–	0.06%	112
2017 Q1	$184K	Hold	1,652	–	–	0.05%	132
2016 Q4	$184K	Sell	1,652 -1,652	-50%	-$184K	0.05%	132
2016 Q3	$372K	Hold	3,304	–	–	0.11%	91
2016 Q2	$361K	Sell	3,304 -3	-0.1%	-$317	0.1%	116
2016 Q1	$345K	Buy	3,307 +3	+0.1%	+$281	0.1%	98
2015 Q4	$305K	Hold	3,304	–	–	0.09%	109
2015 Q3	$293K	Hold	3,304	–	–	0.13%	83
2015 Q2	$329K	Hold	3,304	–	–	0.17%	67
2015 Q1	$318K	Hold	3,304	–	–	0.15%	69
2014 Q4	$313K	Hold	3,304	–	–	0.05%	66
2014 Q3	$290K	Hold	3,304	–	–	0.05%	60
2014 Q2	$298K	Hold	3,304	–	–	0.05%	61
2014 Q1	$278K	Hold	3,304	–	–	0.15%	89
2013 Q4	$277K	Hold	3,304	–	–	0.12%	97
2013 Q3	$246K	Hold	3,304	–	–	0.11%	105
2013 Q2	$213K	Buy	+3,304	New	+$209K	0.11%	106

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

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

JFS Wealth Advisors increased its Aon (AON) stake by 0.83% in Q2 2026, buying an estimated $2.58K and bringing the position to 974 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #284.

JFS Wealth Advisors first reported a position in AON in Q2 2013 and has held it in 53 quarters since. The position peaked at $467K in Q1 2022. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

JFS Wealth Advisors held 974 shares of Aon worth $323K as of Q2 2026.
JFS Wealth Advisors bought 8 Aon shares in Q2 2026, an estimated $2.58K.
Aon made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #284 holding.
JFS Wealth Advisors first reported a position in Aon in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's Aon position peaked at $467K in Q1 2022.
1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.