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Provenance Wealth Advisors’s Aon AON Stock Holding History

Provenance 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 		$49.8K Buy
+150
New +$48.4K ﹤0.01% 228
2025
Q2 		– Sell
-3
Closed -$1.2K – 426
2025
Q1 		$1.2K Hold
3
– – ﹤0.01% 455
2024
Q4 		$1.08K Hold
3
– – ﹤0.01% 485
2024
Q3 		$1.04K Hold
3
– – ﹤0.01% 530
2024
Q2 		$881 Hold
3
– – ﹤0.01% 457
2024
Q1 		$1K Hold
3
– – ﹤0.01% 482
2023
Q4 		$873 Buy
3
+1
+50% +$320 ﹤0.01% 540
2023
Q3 		$648 Buy
+2
New +$662 ﹤0.01% 446

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

Provenance Wealth Advisors's AON Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Aon (AON) in Q2 2026: 150 shares worth $49.8K. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in AON as recently as Q1 2025.

Provenance Wealth Advisors first reported a position in AON in Q3 2023 and has held it in 8 quarters since. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Provenance Wealth Advisors held 150 shares of Aon worth $49.8K as of Q2 2026.
  • Aon was a new Provenance Wealth Advisors position in Q2 2026.
  • Aon made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • Provenance Wealth Advisors first reported a position in Aon in Q3 2023 and has held it in 8 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.