Loring Wolcott & Coolidge Fiduciary Advisors’s Aon AON Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$57.7K	Hold	174	–	–	﹤0.01%	429
2026 Q1	$54.4K	Hold	174	–	–	﹤0.01%	421
2025 Q4	$57.6K	Buy	+174	New	+$60.8K	﹤0.01%	411
2022 Q2	–	Sell	-804	Closed	-$262K	–	628
2022 Q1	$262K	Sell	804 -185	-19%	-$53.8K	﹤0.01%	271
2021 Q4	$297K	Hold	989	–	–	﹤0.01%	263
2021 Q3	$283K	Sell	989 -109	-10%	-$29.3K	﹤0.01%	265
2021 Q2	$262K	Buy	+1,098	New	+$268K	﹤0.01%	283
2021 Q1	–	Sell	-18	Closed	-$4K	–	322
2020 Q4	$4K	Buy	+18	New	+$3.67K	﹤0.01%	700

Other funds holding AON

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AON Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Aon (AON) position steady in Q2 2026 at 174 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AON in Q4 2020 and has held it in 8 quarters since. The position peaked at $297K in Q4 2021. 715 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 174 shares of Aon worth $57.7K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Aon share count unchanged in Q2 2026.
Aon made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #429 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Aon in Q4 2020 and has held it in 8 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Aon position peaked at $297K in Q4 2021.
715 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.