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Regal Investment Advisors’s Aon AON Stock Holding History

Regal Investment 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
Q1 		$1.2M Buy
3,715
+749
+25% +$249K 0.07% 258
2025
Q4 		$1.05M Buy
2,966
+156
+6% +$54.5K 0.06% 268
2025
Q3 		$1M Buy
2,810
+17
+0.6% +$6.15K 0.07% 260
2025
Q2 		$996K Sell
2,793
-3
-0.1% -$1.09K 0.07% 234
2025
Q1 		$1.12M Sell
2,796
-14
-0.5% -$5.37K 0.09% 209
2024
Q4 		$1.01M Buy
+2,810
New +$1.03M 0.08% 226
2014
Q2 		– Sell
-435
Closed -$37K – 900
2014
Q1 		$37K Buy
+435
New +$36.2K 0.02% 398

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Regal Investment Advisors's AON Position: Q1 2026 in Review

Regal Investment Advisors increased its Aon (AON) stake by 25% in Q1 2026, buying an estimated $249K and bringing the position to 3,715 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #258.

Regal Investment Advisors first reported a position in AON in Q1 2014 and has held it in 7 quarters since. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Regal Investment Advisors held 3,715 shares of Aon worth $1.2M as of Q1 2026.
  • Regal Investment Advisors bought 749 Aon shares in Q1 2026, an estimated $249K.
  • Aon made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #258 holding.
  • Regal Investment Advisors first reported a position in Aon in Q1 2014 and has held it in 7 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.