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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
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 $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 $315B AUM 27.84% 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

Legacy Financial Advisors's AON Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Aon (AON) stake by 3.3% in Q1 2026, selling an estimated $15K and leaving 1,300 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #263.

Legacy Financial Advisors first reported a position in AON in Q4 2017 and has held it in 24 quarters since. The position peaked at $475K in Q4 2025. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Legacy Financial Advisors held 1,300 shares of Aon worth $420K as of Q1 2026.
  • Legacy Financial Advisors sold 45 Aon shares in Q1 2026, an estimated $15K.
  • Aon made up 0.06% of Legacy Financial Advisors's portfolio in Q1 2026, its #263 holding.
  • Legacy Financial Advisors first reported a position in Aon in Q4 2017 and has held it in 24 quarters since.
  • Legacy Financial Advisors's Aon position peaked at $475K in Q4 2025.
  • 1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.