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Oxford Financial Group’s Aon AON Stock Holding History

Oxford Financial Group’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 		$984K Sell
2,967
-4
-0.1% -$1.29K 0.05% 110
2026
Q1 		$959K Sell
2,971
-22
-0.7% -$7.31K 0.05% 103
2025
Q4 		$1.06M Buy
2,993
+26
+0.9% +$9.08K 0.06% 86
2025
Q3 		$1.06M Hold
2,967
– – 0.06% 87
2025
Q2 		$1.06M Sell
2,967
-1,246
-30% -$451K 0.06% 78
2025
Q1 		$1.68M Buy
4,213
+17
+0.4% +$6.52K 0.12% 57
2024
Q4 		$1.51M Sell
4,196
-4,361
-51% -$1.6M 0.1% 66
2024
Q3 		$2.96M Sell
8,557
-154
-2% -$50.4K 0.19% 45
2024
Q2 		$2.56M Buy
8,711
+3,930
+82% +$1.16M 0.17% 49
2024
Q1 		$1.6M Buy
4,781
+27
+0.6% +$8.37K 0.11% 57
2023
Q4 		$1.38M Hold
4,754
– – 0.1% 67
2023
Q3 		$1.54M Sell
4,754
-244
-5% -$80.7K 0.13% 54
2023
Q2 		$1.73M Buy
4,998
+127
+3% +$41.2K 0.16% 51
2023
Q1 		$1.54M Sell
4,871
-7
-0.1% -$2.17K 0.17% 51
2022
Q4 		$1.46M Buy
4,878
+91
+2% +$26.6K 0.17% 52
2022
Q3 		$1.28M Sell
4,787
-18
-0.4% -$5.09K 0.19% 54
2022
Q2 		$1.3M Buy
4,805
+18
+0.4% +$5.17K 0.19% 55
2022
Q1 		$1.56M Hold
4,787
– – 0.2% 52
2021
Q4 		$1.44M Hold
4,787
– – 0.16% 59
2021
Q3 		$1.37M Hold
4,787
– – 0.17% 51
2021
Q2 		$1.14M Buy
4,787
+23
+0.5% +$5.62K 0.15% 68
2021
Q1 		$1.1M Hold
4,764
– – 0.15% 60
2020
Q4 		$1.01M Buy
4,764
+10
+0.2% +$2.04K 0.15% 65
2020
Q3 		$981K Hold
4,754
– – 0.16% 56
2020
Q2 		$916K Buy
+4,754
New +$886K 0.16% 59

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

Oxford Financial Group's AON Position: Q2 2026 in Review

Oxford Financial Group reduced its Aon (AON) stake by 0.13% in Q2 2026, selling an estimated $1.29K and leaving 2,967 shares worth $984K. The position accounts for 0.05% of the portfolio, ranked #110.

Oxford Financial Group first reported a position in AON in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.96M in Q3 2024. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Oxford Financial Group held 2,967 shares of Aon worth $984K as of Q2 2026.
  • Oxford Financial Group sold 4 Aon shares in Q2 2026, an estimated $1.29K.
  • Aon made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #110 holding.
  • Oxford Financial Group first reported a position in Aon in Q2 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Aon position peaked at $2.96M in Q3 2024.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.