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Nvest Wealth Strategies’s Aon AON Stock Holding History

Nvest Wealth Strategies’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 		$11.9K Buy
36
+4
+13% +$1.29K 0.01% 110
2026
Q1 		$10.3K Hold
32
– – 0.01% 117
2025
Q4 		$11.3K Buy
+32
New +$11.2K 0.01% 111

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Diamond Hill Capital Management
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

Nvest Wealth Strategies's AON Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Aon (AON) stake by 13% in Q2 2026, buying an estimated $1.29K and bringing the position to 36 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #110.

Nvest Wealth Strategies first reported a position in AON in Q4 2025 and has held it in 3 quarters since. 715 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Nvest Wealth Strategies held 36 shares of Aon worth $11.9K as of Q2 2026.
  • Nvest Wealth Strategies bought 4 Aon shares in Q2 2026, an estimated $1.29K.
  • Aon made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #110 holding.
  • Nvest Wealth Strategies first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • 715 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.