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Live Oak Private Wealth’s Aon AON Stock Holding History

Live Oak Private 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 		$7.13M Sell
21,499
-1,446
-6% -$466K 0.89% 43
2026
Q1 		$7.41M Buy
22,945
+382
+2% +$127K 1.03% 39
2025
Q4 		$7.96M Buy
22,563
+421
+2% +$147K 1.08% 36
2025
Q3 		$7.9M Buy
22,142
+345
+2% +$125K 1.1% 33
2025
Q2 		$7.78M Buy
21,797
+521
+2% +$189K 1.16% 33
2025
Q1 		$8.49M Buy
21,276
+140
+0.7% +$53.7K 1.38% 28
2024
Q4 		$7.59M Sell
21,136
-409
-2% -$150K 1.28% 28
2024
Q3 		$7.45M Sell
21,545
-70
-0.3% -$22.9K 1.21% 31
2024
Q2 		$6.35M Buy
21,615
+334
+2% +$98.8K 1.09% 33
2024
Q1 		$7.1M Sell
21,281
-223
-1% -$69.1K 1.23% 28
2023
Q4 		$6.26M Sell
21,504
-272
-1% -$87.1K 1.18% 37
2023
Q3 		$7.06M Buy
21,776
+21
+0.1% +$6.95K 1.5% 27
2023
Q2 		$7.51M Sell
21,755
-607
-3% -$197K 1.49% 26
2023
Q1 		$7.05M Sell
22,362
-121
-0.5% -$37.5K 1.46% 29
2022
Q4 		$6.75M Sell
22,483
-276
-1% -$80.6K 1.4% 31
2022
Q3 		$6.1M Buy
22,759
+596
+3% +$168K 1.37% 27
2022
Q2 		$5.98M Buy
22,163
+1,998
+10% +$574K 1.26% 30
2022
Q1 		$6.57M Buy
20,165
+1,159
+6% +$337K 1.27% 29
2021
Q4 		$5.71M Buy
19,006
+267
+1% +$80K 1.07% 39
2021
Q3 		$5.36M Buy
18,739
+1,228
+7% +$330K 1.09% 40
2021
Q2 		$4.18M Buy
17,511
+4,896
+39% +$1.2M 0.92% 48
2021
Q1 		$2.9M Buy
12,615
+2,611
+26% +$575K 0.71% 52
2020
Q4 		$2.11M Buy
10,004
+568
+6% +$116K 0.59% 53
2020
Q3 		$1.95M Sell
9,436
-1,167
-11% -$233K 0.67% 49
2020
Q2 		$2.04M Buy
10,603
+426
+4% +$79.4K 0.74% 48
2020
Q1 		$1.68M Buy
10,177
+788
+8% +$161K 1.72% 21
2019
Q4 		$1.96M Buy
+9,389
New +$1.86M 1.9% 21

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

Live Oak Private Wealth's AON Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Aon (AON) stake by 6.3% in Q2 2026, selling an estimated $466K and leaving 21,499 shares worth $7.13M. The position accounts for 0.89% of the portfolio, ranked #43.

Live Oak Private Wealth first reported a position in AON in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.49M in Q1 2025. 1,262 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Live Oak Private Wealth held 21,499 shares of Aon worth $7.13M as of Q2 2026.
  • Live Oak Private Wealth sold 1,446 Aon shares in Q2 2026, an estimated $466K.
  • Aon made up 0.89% of Live Oak Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Live Oak Private Wealth first reported a position in Aon in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's Aon position peaked at $8.49M in Q1 2025.
  • 1,262 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.