Joel Isaacson & Co’s Aon AON Stock Holding History

Joel Isaacson & Co’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	$842K	Sell	2,538 -196	-7%	-$63.2K	0.02%	225
2026 Q1	$882K	Hold	2,734	–	–	0.03%	206
2025 Q4	$965K	Buy	2,734 +96	+4%	+$33.5K	0.03%	192
2025 Q3	$941K	Hold	2,638	–	–	0.03%	184
2025 Q2	$941K	Hold	2,638	–	–	0.04%	173
2025 Q1	$1.05M	Buy	2,638 +418	+19%	+$160K	0.05%	151
2024 Q4	$797K	Hold	2,220	–	–	0.04%	171
2024 Q3	$768K	Hold	2,220	–	–	0.04%	165
2024 Q2	$652K	Hold	2,220	–	–	0.03%	177
2024 Q1	$741K	Hold	2,220	–	–	0.04%	160
2023 Q4	$646K	Hold	2,220	–	–	0.04%	161
2023 Q3	$720K	Hold	2,220	–	–	0.05%	147
2023 Q2	$766K	Hold	2,220	–	–	0.05%	145
2023 Q1	$700K	Buy	2,220 +100	+5%	+$31K	0.05%	145
2022 Q4	$636K	Hold	2,120	–	–	0.05%	146
2022 Q3	$568K	Hold	2,120	–	–	0.05%	149
2022 Q2	$572K	Hold	2,120	–	–	0.05%	150
2022 Q1	$698K	Hold	2,120	–	–	0.05%	146
2021 Q4	$637K	Sell	2,120 -67	-3%	-$20.1K	0.04%	165
2021 Q3	$625K	Buy	2,187 +453	+26%	+$122K	0.05%	159
2021 Q2	$414K	Hold	1,734	–	–	0.03%	198
2021 Q1	$399K	Buy	1,734 +78	+5%	+$17.2K	0.04%	183
2020 Q4	$350K	Hold	1,656	–	–	0.03%	184
2020 Q3	$342K	Hold	1,656	–	–	0.04%	161
2020 Q2	$319K	Hold	1,656	–	–	0.05%	157
2020 Q1	$273K	Sell	1,656 -93	-5%	-$19K	0.05%	148
2019 Q4	$364K	Sell	1,749 -63	-3%	-$12.5K	0.05%	155
2019 Q3	$351K	Sell	1,812 -2	-0.1%	-$386	0.05%	151
2019 Q2	$350K	Sell	1,814 -276	-13%	-$50K	0.05%	150
2019 Q1	$357K	Sell	2,090 -18	-0.9%	-$2.92K	0.05%	156
2018 Q4	$310K	Buy	2,108 +586	+39%	+$91K	0.05%	177
2018 Q3	$234K	Hold	1,522	–	–	0.04%	180
2018 Q2	$209K	Hold	1,522	–	–	0.04%	189
2018 Q1	$214K	Hold	1,522	–	–	0.04%	179
2017 Q4	$204K	Hold	1,522	–	–	0.04%	184
2017 Q3	$222K	Hold	1,522	–	–	0.04%	171
2017 Q2	$202K	Buy	+1,522	New	+$192K	0.04%	170
2017 Q1	–	Sell	-1,522	Closed	-$170K	–	195
2016 Q4	$170K	Hold	1,522	–	–	0.03%	169
2016 Q3	$171K	Hold	1,522	–	–	0.04%	180
2016 Q2	$166K	Sell	1,522 -992	-39%	-$105K	0.04%	180
2016 Q1	$263K	Hold	2,514	–	–	0.06%	147
2015 Q4	$232K	Hold	2,514	–	–	0.06%	144
2015 Q3	$223K	Sell	2,514 -116	-4%	-$11.2K	0.06%	132
2015 Q2	$262K	Buy	2,630 +116	+5%	+$11.6K	0.07%	136
2015 Q1	$242K	Sell	2,514 -120	-5%	-$11.6K	0.06%	142
2014 Q4	$250K	Buy	2,634 +120	+5%	+$10.7K	0.07%	128
2014 Q3	$220K	Hold	2,514	–	–	0.07%	115
2014 Q2	$226K	Buy	2,514 +992	+65%	+$85.9K	0.07%	114
2014 Q1	$128K	Hold	1,522	–	–	0.04%	175
2013 Q4	$128K	Hold	1,522	–	–	0.05%	160
2013 Q3	$113K	Hold	1,522	–	–	0.05%	162
2013 Q2	$98K	Buy	+1,522	New	+$96.4K	0.05%	149

Other funds holding AON

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Joel Isaacson & Co's AON Position: Q2 2026 in Review

Joel Isaacson & Co reduced its Aon (AON) stake by 7.2% in Q2 2026, selling an estimated $63.2K and leaving 2,538 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #225.

Joel Isaacson & Co first reported a position in AON in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.05M in Q1 2025. 715 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Joel Isaacson & Co held 2,538 shares of Aon worth $842K as of Q2 2026.
Joel Isaacson & Co sold 196 Aon shares in Q2 2026, an estimated $63.2K.
Aon made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #225 holding.
Joel Isaacson & Co first reported a position in Aon in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's Aon position peaked at $1.05M in Q1 2025.
715 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.