McLean Asset Management’s Aon AON Stock Holding History

McLean Asset Management’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	$234K	Buy	648 +10	+2%	+$3.23K	0.03%	166
2026 Q1	$206K	Sell	638 -72	-10%	-$23.9K	0.04%	164
2025 Q4	$246K	Sell	710 -1	-0.1%	-$349	0.04%	153
2025 Q3	$260K	Sell	711 -10	-1%	-$3.62K	0.05%	145
2025 Q2	$253K	Buy	721 +12	+2%	+$4.35K	0.07%	144
2025 Q1	$255K	Buy	709 +13	+2%	+$4.98K	0.08%	126
2024 Q4	$250K	Sell	696 -78	-10%	-$28.7K	0.08%	133
2024 Q3	$270K	Buy	774 +5	+0.7%	+$1.64K	0.08%	127
2024 Q2	$227K	Sell	769 -23	-3%	-$6.8K	0.07%	143
2024 Q1	$253K	Sell	792 -20	-2%	-$6.2K	0.09%	128
2023 Q4	$235K	Sell	812 -27	-3%	-$8.64K	0.09%	125
2023 Q3	$273K	Hold	839	–	–	0.11%	100
2023 Q2	$290K	Sell	839 -4	-0.5%	-$1.3K	0.11%	99
2023 Q1	$266K	Sell	843 -51	-6%	-$15.8K	0.11%	100
2022 Q4	$268K	Buy	894 +10	+1%	+$2.92K	0.09%	103
2022 Q3	$241K	Buy	884 +35	+4%	+$9.89K	0.09%	101
2022 Q2	$237K	Buy	849 +2	+0.2%	+$575	0.09%	103
2022 Q1	$276K	Buy	847 +36	+4%	+$10.5K	0.2%	89
2021 Q4	$233K	Sell	811 -52	-6%	-$15.6K	0.09%	118
2021 Q3	$276K	Buy	+863	New	+$232K	0.11%	98

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

McLean Asset Management's AON Position: Q2 2026 in Review

McLean Asset Management increased its Aon (AON) stake by 1.6% in Q2 2026, buying an estimated $3.23K and bringing the position to 648 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #166.

McLean Asset Management first reported a position in AON in Q3 2021 and has held it in 20 quarters since. The position peaked at $290K in Q2 2023. 1,264 funds tracked by Wall St. Rank hold AON as of Q2 2026.

McLean Asset Management held 648 shares of Aon worth $234K as of Q2 2026.
McLean Asset Management bought 10 Aon shares in Q2 2026, an estimated $3.23K.
Aon made up 0.03% of McLean Asset Management's portfolio in Q2 2026, its #166 holding.
McLean Asset Management first reported a position in Aon in Q3 2021 and has held it in 20 quarters since.
McLean Asset Management's Aon position peaked at $290K in Q2 2023.
1,264 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.