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Kestra Private Wealth Services’s Aon AON Stock Holding History

Kestra Private Wealth 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
Q2 		$871K Sell
2,626
-155
-6% -$50K 0.01% 975
2026
Q1 		$898K Buy
2,781
+1,548
+126% +$514K 0.01% 888
2025
Q4 		$435K Buy
1,233
+55
+5% +$19.2K 0.01% 1244
2025
Q3 		$420K Buy
1,178
+115
+11% +$41.6K 0.01% 1187
2025
Q2 		$379K Sell
1,063
-175
-14% -$63.4K 0.01% 1161
2025
Q1 		$494K Sell
1,238
-74
-6% -$28.4K 0.01% 963
2024
Q4 		$471K Buy
1,312
+275
+27% +$101K 0.01% 943
2024
Q3 		$359K Sell
1,037
-3
-0.3% -$981 0.01% 1021
2024
Q2 		$305K Sell
1,040
-1,043
-50% -$308K 0.01% 1038
2024
Q1 		$695K Buy
2,083
+109
+6% +$33.8K 0.02% 677
2023
Q4 		$574K Buy
1,974
+739
+60% +$237K 0.01% 683
2023
Q3 		$400K Buy
+1,235
New +$409K 0.01% 750
2022
Q4 		– Sell
-953
Closed -$255K – 900
2022
Q3 		$255K Buy
+953
New +$269K 0.01% 702
2021
Q3 		– Sell
-895
Closed -$214K – 922
2021
Q2 		$214K Sell
895
-12
-1% -$2.93K 0.01% 789
2021
Q1 		$209K Buy
+907
New +$200K 0.01% 723

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

Kestra Private Wealth Services's AON Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Aon (AON) stake by 5.6% in Q2 2026, selling an estimated $50K and leaving 2,626 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #975.

Kestra Private Wealth Services first reported a position in AON in Q1 2021 and has held it in 15 quarters since. The position peaked at $898K in Q1 2026. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Kestra Private Wealth Services held 2,626 shares of Aon worth $871K as of Q2 2026.
  • Kestra Private Wealth Services sold 155 Aon shares in Q2 2026, an estimated $50K.
  • Aon made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #975 holding.
  • Kestra Private Wealth Services first reported a position in Aon in Q1 2021 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Aon position peaked at $898K in Q1 2026.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.