PFW Advisors’s Aon AON Stock Holding History

PFW 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 Q3	$800K	Buy	2,890 +6	+0.2%	+$2.03K	0.24%	69
2026 Q2	$957K	Buy	2,884 +5	+0.2%	+$1.61K	0.28%	64
2026 Q1	$929K	Hold	2,879	–	–	0.29%	63
2025 Q4	$1.02M	Hold	2,879	–	–	0.31%	61
2025 Q3	$1.03M	Hold	2,879	–	–	0.3%	62
2025 Q2	$1.03M	Sell	2,879 -6	-0.2%	-$2.17K	0.32%	60
2025 Q1	$1.15M	Buy	2,885 +6	+0.2%	+$2.3K	0.36%	57
2024 Q4	$1.03M	Buy	+2,879	New	+$1.06M	0.32%	63
2024 Q2	$831K	Sell	2,832 -29	-1%	-$8.58K	0.26%	72
2024 Q1	$955K	Sell	2,861 -8	-0.3%	-$2.48K	0.29%	65
2023 Q4	$835K	Sell	2,869 -228	-7%	-$73K	0.27%	73
2023 Q3	$1M	Hold	3,097	–	–	0.35%	53
2023 Q2	$994K	Buy	+3,097	New	+$1.01M	0.33%	56
2019 Q3	$980K	Buy	+2,832	New	+$546K	0.3%	65

Other funds holding AON

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PFW Advisors's AON Position: Q3 2026 in Review

PFW Advisors increased its Aon (AON) stake by 0.21% in Q3 2026, buying an estimated $2.03K and bringing the position to 2,890 shares worth $800K. The position accounts for 0.24% of the portfolio, ranked #69.

PFW Advisors first reported a position in AON in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2025. 732 funds tracked by Wall St. Rank hold AON as of Q3 2026.

PFW Advisors held 2,890 shares of Aon worth $800K as of Q3 2026.
PFW Advisors bought 6 Aon shares in Q3 2026, an estimated $2.03K.
Aon made up 0.24% of PFW Advisors's portfolio in Q3 2026, its #69 holding.
PFW Advisors first reported a position in Aon in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Aon position peaked at $1.15M in Q1 2025.
732 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.