LAS
AON icon

Lloyd Advisory Services’s Aon AON Stock Holding History

Lloyd Advisory Services’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 		– Sell
-53
Closed -$17.1K – 648
2026
Q1 		$17.1K Buy
+53
New +$17.6K ﹤0.01% 414
2021
Q3 		– Sell
-138
Closed -$33K – 388
2021
Q2 		$33K Hold
138
– – 0.02% 199
2021
Q1 		$32K Hold
138
– – 0.02% 180
2020
Q4 		$29K Hold
138
– – 0.02% 154
2020
Q3 		$28K Sell
138
-16
-10% -$3.19K 0.02% 138
2020
Q2 		$30K Hold
154
– – 0.02% 141
2020
Q1 		$25K Buy
154
+150
+3,750% +$30.7K 0.02% 136
2019
Q4 		$1K Buy
+4
New +$792 ﹤0.01% 317

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

Lloyd Advisory Services's AON Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Aon (AON) in Q2 2026, closing a stake of 53 shares — an estimated $17.1K sold.

Lloyd Advisory Services first reported a position in AON in Q4 2019 and held it in 8 quarters. The position peaked at $33K in Q2 2021. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 53 Aon shares in Q2 2026, an estimated $17.1K.
  • Lloyd Advisory Services first reported a position in Aon in Q4 2019 and held it in 8 quarters.
  • Lloyd Advisory Services's Aon position peaked at $33K in Q2 2021.
  • 1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.