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Pacific Excel Wealth Advisors’s Aon AON Stock Holding History

Pacific Excel Wealth 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 		$212K Buy
+640
New +$206K 0.08% 213

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

Pacific Excel Wealth Advisors's AON Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Aon (AON) in Q2 2026: 640 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #213 among its holdings.

1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Pacific Excel Wealth Advisors held 640 shares of Aon worth $212K as of Q2 2026.
  • Aon was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Aon made up 0.08% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.