Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$512K Buy
1,545
+250
+19% +$80.7K 0.91% 33
2026
Q1
$418K Buy
1,295
+447
+53% +$149K 0.45% 51
2025
Q4
$299K Buy
+848
New +$296K 0.18% 71

Other funds holding AON

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

LWM Advisory Services increased its Aon (AON) stake by 19% in Q2 2026, buying an estimated $80.7K and bringing the position to 1,545 shares worth $512K. The position accounts for 0.91% of the portfolio, ranked #33.

LWM Advisory Services first reported a position in AON in Q4 2025 and has held it in 3 quarters since. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • LWM Advisory Services held 1,545 shares of Aon worth $512K as of Q2 2026.
  • LWM Advisory Services bought 250 Aon shares in Q2 2026, an estimated $80.7K.
  • Aon made up 0.91% of LWM Advisory Services's portfolio in Q2 2026, its #33 holding.
  • LWM Advisory Services first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.