Linscomb Wealth’s Aon AON Stock Holding History

Linscomb Wealth’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	$709K	Buy	2,138 +1,226	+134%	+$396K	0.03%	205
2026 Q1	$294K	Hold	912	–	–	0.01%	293
2025 Q4	$322K	Hold	912	–	–	0.01%	258
2025 Q3	$325K	Hold	912	–	–	0.01%	261
2025 Q2	$325K	Sell	912 -849	-48%	-$308K	0.02%	259
2025 Q1	$703K	Buy	1,761 +206	+13%	+$79K	0.04%	199
2024 Q4	$558K	Buy	+1,555	New	+$572K	0.03%	217
2021 Q2	–	Sell	-930	Closed	-$214K	–	337
2021 Q1	$214K	Sell	930 -105	-10%	-$23.1K	0.01%	314
2020 Q4	$219K	Sell	1,035 -156	-13%	-$31.8K	0.01%	296
2020 Q3	$246K	Sell	1,191 -707	-37%	-$141K	0.02%	261
2020 Q2	$366K	Sell	1,898 -4,097	-68%	-$763K	0.03%	223
2020 Q1	$989K	Sell	5,995 -2,040	-25%	-$418K	0.09%	138
2019 Q4	$1.67M	Buy	+8,035	New	+$1.59M	0.11%	126
2017 Q1	–	Sell	-1,980	Closed	-$221K	–	249
2016 Q4	$221K	Buy	+1,980	New	+$221K	0.02%	243
2016 Q1	–	Sell	-15,891	Closed	-$1.47M	–	254
2015 Q4	$1.47M	Hold	15,891	–	–	0.17%	83
2015 Q3	$1.41M	Hold	15,891	–	–	0.17%	81
2015 Q2	$1.58M	Hold	15,891	–	–	0.17%	84
2015 Q1	$1.53M	Hold	15,891	–	–	0.16%	90
2014 Q4	$1.51M	Hold	15,891	–	–	0.17%	90
2014 Q3	$1.39M	Hold	15,891	–	–	0.15%	96
2014 Q2	$1.43M	Hold	15,891	–	–	0.15%	93
2014 Q1	$1.34M	Buy	+15,891	New	+$1.32M	0.15%	93

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linscomb Wealth's AON Position: Q2 2026 in Review

Linscomb Wealth increased its Aon (AON) stake by 134% in Q2 2026, buying an estimated $396K and bringing the position to 2,138 shares worth $709K. The position accounts for 0.03% of the portfolio, ranked #205.

Linscomb Wealth first reported a position in AON in Q1 2014 and has held it in 22 quarters since. The position peaked at $1.67M in Q4 2019. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Linscomb Wealth held 2,138 shares of Aon worth $709K as of Q2 2026.
Linscomb Wealth bought 1,226 Aon shares in Q2 2026, an estimated $396K.
Aon made up 0.03% of Linscomb Wealth's portfolio in Q2 2026, its #205 holding.
Linscomb Wealth first reported a position in Aon in Q1 2014 and has held it in 22 quarters since.
Linscomb Wealth's Aon position peaked at $1.67M in Q4 2019.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.