LJAC
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L.J. Altfest & Co’s Aon AON Stock Holding History

L.J. Altfest & 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 		$605K Hold
1,823
– – 0.06% 200
2026
Q1 		$588K Sell
1,823
-2,837
-61% -$943K 0.06% 205
2025
Q4 		$1.64M Buy
4,660
+2,837
+156% +$991K 0.18% 94
2025
Q3 		$650K Sell
1,823
-18
-1% -$6.51K 0.07% 193
2025
Q2 		$657K Buy
1,841
+117
+7% +$42.4K 0.08% 186
2025
Q1 		$688K Sell
1,724
-2
-0.1% -$767 0.09% 168
2024
Q4 		$620K Sell
1,726
-10
-0.6% -$3.68K 0.08% 176
2024
Q3 		$601K Sell
1,736
-1,260
-42% -$412K 0.08% 189
2024
Q2 		$880K Buy
2,996
+200
+7% +$59.1K 0.12% 126
2024
Q1 		$933K Buy
2,796
+1,473
+111% +$457K 0.13% 124
2023
Q4 		$385K Hold
1,323
– – 0.06% 219
2023
Q3 		$429K Hold
1,323
– – 0.07% 200
2023
Q2 		$457K Hold
1,323
– – 0.07% 190
2023
Q1 		$417K Hold
1,323
– – 0.07% 188
2022
Q4 		$397K Sell
1,323
-24
-2% -$7.01K 0.07% 174
2022
Q3 		$361K Hold
1,347
– – 0.07% 177
2022
Q2 		$363K Buy
1,347
+423
+46% +$122K 0.07% 180
2022
Q1 		$301K Sell
924
-23
-2% -$6.69K 0.05% 203
2021
Q4 		$285K Buy
947
+47
+5% +$14.1K 0.05% 210
2021
Q3 		$257K Sell
900
-433
-32% -$116K 0.05% 225
2021
Q2 		$318K Buy
1,333
+459
+53% +$112K 0.07% 200
2021
Q1 		$201K Buy
+874
New +$192K 0.05% 260

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

L.J. Altfest & Co's AON Position: Q2 2026 in Review

L.J. Altfest & Co held its Aon (AON) position steady in Q2 2026 at 1,823 shares worth $605K. The position accounts for 0.06% of the portfolio, ranked #200.

L.J. Altfest & Co first reported a position in AON in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.64M in Q4 2025. 1,265 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • L.J. Altfest & Co held 1,823 shares of Aon worth $605K as of Q2 2026.
  • L.J. Altfest & Co left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #200 holding.
  • L.J. Altfest & Co first reported a position in Aon in Q1 2021 and has held it in 22 quarters since.
  • L.J. Altfest & Co's Aon position peaked at $1.64M in Q4 2025.
  • 1,265 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.