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Legacy Financial Advisors’s Aon AON Stock Holding History

Legacy Financial 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 		$632K Buy
1,904
+604
+46% +$195K 0.08% 203
2026
Q1 		$420K Sell
1,300
-45
-3% -$15K 0.06% 263
2025
Q4 		$475K Buy
1,345
+324
+32% +$113K 0.07% 228
2025
Q3 		$364K Buy
1,021
+109
+12% +$39.4K 0.05% 284
2025
Q2 		$325K Sell
912
-54
-6% -$19.6K 0.05% 260
2025
Q1 		$386K Buy
966
+45
+5% +$17.3K 0.06% 245
2024
Q4 		$331K Sell
921
-32
-3% -$11.8K 0.05% 258
2024
Q3 		$330K Buy
953
+39
+4% +$12.8K 0.06% 260
2024
Q2 		$268K Sell
914
-38
-4% -$11.2K 0.05% 274
2024
Q1 		$318K Sell
952
-60
-6% -$18.6K 0.06% 241
2023
Q4 		$295K Sell
1,012
-135
-12% -$43.2K 0.06% 234
2023
Q3 		$372K Buy
1,147
+76
+7% +$25.1K 0.07% 178
2023
Q2 		$370K Buy
1,071
+22
+2% +$7.14K 0.07% 177
2023
Q1 		$331K Buy
1,049
+22
+2% +$6.81K 0.07% 173
2022
Q4 		$308K Buy
1,027
+148
+17% +$43.2K 0.07% 173
2022
Q3 		$235K Buy
879
+47
+6% +$13.3K 0.06% 192
2022
Q2 		$224K Sell
832
-2
-0.2% -$575 0.06% 195
2022
Q1 		$272K Buy
834
+81
+11% +$23.6K 0.06% 181
2021
Q4 		$226K Buy
+753
New +$226K 0.05% 188
2019
Q2 		– Sell
-452
Closed -$77K – 168
2019
Q1 		$77K Buy
452
+61
+16% +$9.89K 0.03% 201
2018
Q4 		$57K Buy
391
+154
+65% +$23.9K 0.02% 221
2018
Q3 		$36K Hold
237
– – 0.01% 283
2018
Q2 		$34K Sell
237
-49
-17% -$6.9K 0.01% 289
2018
Q1 		$40K Buy
286
+22
+8% +$3.08K 0.02% 268
2017
Q4 		$35K Buy
+264
New +$37.6K 0.01% 289

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

Legacy Financial Advisors's AON Position: Q2 2026 in Review

Legacy Financial Advisors increased its Aon (AON) stake by 46% in Q2 2026, buying an estimated $195K and bringing the position to 1,904 shares worth $632K. The position accounts for 0.08% of the portfolio, ranked #203.

Legacy Financial Advisors first reported a position in AON in Q4 2017 and has held it in 25 quarters since. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Legacy Financial Advisors held 1,904 shares of Aon worth $632K as of Q2 2026.
  • Legacy Financial Advisors bought 604 Aon shares in Q2 2026, an estimated $195K.
  • Aon made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #203 holding.
  • Legacy Financial Advisors first reported a position in Aon in Q4 2017 and has held it in 25 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.