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Personal CFO Solutions’s Aon AON Stock Holding History

Personal CFO Solutions’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 		$1.32M Sell
3,993
-2,338
-37% -$754K 0.19% 85
2026
Q1 		$2.04M Buy
6,331
+1,394
+28% +$463K 0.29% 58
2025
Q4 		$1.74M Sell
4,937
-257
-5% -$89.7K 0.28% 60
2025
Q3 		$1.85M Sell
5,194
-209
-4% -$75.6K 0.33% 54
2025
Q2 		$1.93M Sell
5,403
-381
-7% -$138K 0.36% 51
2025
Q1 		$2.31M Buy
5,784
+2,510
+77% +$962K 0.47% 35
2024
Q4 		$1.18M Sell
3,274
-794
-20% -$292K 0.23% 89
2024
Q3 		$1.41M Buy
4,068
+215
+6% +$70.3K 0.2% 93
2024
Q2 		$1.13M Sell
3,853
-548
-12% -$162K 0.17% 113
2024
Q1 		$1.47M Buy
4,401
+59
+1% +$18.3K 0.23% 83
2023
Q4 		$1.26M Sell
4,342
-2,144
-33% -$686K 0.22% 87
2023
Q3 		$2.1M Sell
6,486
-3
-0% -$993 0.42% 52
2023
Q2 		$2.24M Buy
6,489
+94
+1% +$30.5K 0.45% 47
2023
Q1 		$2.02M Sell
6,395
-85
-1% -$26.3K 0.42% 54
2022
Q4 		$1.94M Buy
6,480
+1,824
+39% +$533K 0.41% 49
2022
Q3 		$1.25M Sell
4,656
-1
-0% -$283 0.31% 59
2022
Q2 		$1.26M Sell
4,657
-114
-2% -$32.8K 0.29% 59
2022
Q1 		$1.55M Buy
4,771
+660
+16% +$192K 0.31% 58
2021
Q4 		$1.24M Sell
4,111
-59
-1% -$17.7K 0.23% 90
2021
Q3 		$1.19M Buy
4,170
+415
+11% +$111K 0.24% 89
2021
Q2 		$897K Buy
3,755
+267
+8% +$65.3K 0.18% 114
2021
Q1 		$803K Buy
3,488
+8
+0.2% +$1.76K 0.17% 111
2020
Q4 		$735K Sell
3,480
-22
-0.6% -$4.49K 0.18% 109
2020
Q3 		$1M Buy
+3,502
New +$699K 0.33% 56

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

Personal CFO Solutions's AON Position: Q2 2026 in Review

Personal CFO Solutions reduced its Aon (AON) stake by 37% in Q2 2026, selling an estimated $754K and leaving 3,993 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #85.

Personal CFO Solutions first reported a position in AON in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.31M in Q1 2025. 1,262 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Personal CFO Solutions held 3,993 shares of Aon worth $1.32M as of Q2 2026.
  • Personal CFO Solutions sold 2,338 Aon shares in Q2 2026, an estimated $754K.
  • Aon made up 0.19% of Personal CFO Solutions's portfolio in Q2 2026, its #85 holding.
  • Personal CFO Solutions first reported a position in Aon in Q3 2020 and has held it in 24 quarters since.
  • Personal CFO Solutions's Aon position peaked at $2.31M in Q1 2025.
  • 1,262 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.