KAS
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Kestra Advisory Services’s Aon AON Stock Holding History

Kestra Advisory Services’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
Q1 		$5.02M Sell
15,553
-3,393
-18% -$1.13M 0.02% 785
2025
Q4 		$6.69M Sell
18,946
-1,057
-5% -$369K 0.03% 580
2025
Q3 		$7.13M Buy
20,003
+234
+1% +$84.7K 0.03% 519
2025
Q2 		$7.05M Buy
19,769
+1,366
+7% +$495K 0.03% 493
2025
Q1 		$7.34M Sell
18,403
-823
-4% -$316K 0.04% 438
2024
Q4 		$6.91M Sell
19,226
-1,267
-6% -$466K 0.04% 463
2024
Q3 		$7.09M Buy
20,493
+2,319
+13% +$759K 0.04% 474
2024
Q2 		$5.34M Buy
18,174
+10,004
+122% +$2.96M 0.03% 566
2024
Q1 		$2.73M Sell
8,170
-994
-11% -$308K 0.02% 752
2023
Q4 		$2.67M Buy
9,164
+630
+7% +$202K 0.02% 676
2023
Q3 		$2.77M Buy
8,534
+978
+13% +$324K 0.03% 583
2023
Q2 		$2.61M Sell
7,556
-1,109
-13% -$360K 0.03% 580
2023
Q1 		$2.73M Sell
8,665
-6,987
-45% -$2.16M 0.03% 537
2022
Q4 		$4.7M Buy
15,652
+3,677
+31% +$1.07M 0.04% 458
2022
Q3 		$3.21M Buy
11,975
+2,300
+24% +$650K 0.03% 496
2022
Q2 		$2.61M Buy
9,675
+732
+8% +$210K 0.03% 573
2022
Q1 		$2.91M Sell
8,943
-960
-10% -$279K 0.03% 543
2021
Q4 		$2.98M Sell
9,903
-544
-5% -$163K 0.03% 544
2021
Q3 		$2.98M Sell
10,447
-194
-2% -$52.1K 0.03% 561
2021
Q2 		$2.54M Buy
10,641
+814
+8% +$199K 0.03% 562
2021
Q1 		$2.26M Buy
9,827
+5,651
+135% +$1.24M 0.03% 552
2020
Q4 		$863K Buy
4,176
+4,108
+6,041% +$839K 0.01% 930
2020
Q3 		$915K Buy
+68
New +$13.6K 0.02% 651

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kestra Advisory Services's AON Position: Q1 2026 in Review

Kestra Advisory Services reduced its Aon (AON) stake by 18% in Q1 2026, selling an estimated $1.13M and leaving 15,553 shares worth $5.02M. The position accounts for 0.02% of the portfolio, ranked #785.

Kestra Advisory Services first reported a position in AON in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.34M in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Kestra Advisory Services held 15,553 shares of Aon worth $5.02M as of Q1 2026.
  • Kestra Advisory Services sold 3,393 Aon shares in Q1 2026, an estimated $1.13M.
  • Aon made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #785 holding.
  • Kestra Advisory Services first reported a position in Aon in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Aon position peaked at $7.34M in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.