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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
Q2 		$1.11M Sell
3,353
-362
-10% -$117K 0.06% 298
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 $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

Regal Investment Advisors's AON Position: Q2 2026 in Review

Regal Investment Advisors reduced its Aon (AON) stake by 9.7% in Q2 2026, selling an estimated $117K and leaving 3,353 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #298.

Regal Investment Advisors first reported a position in AON in Q1 2014 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2026. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Regal Investment Advisors held 3,353 shares of Aon worth $1.11M as of Q2 2026.
  • Regal Investment Advisors sold 362 Aon shares in Q2 2026, an estimated $117K.
  • Aon made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #298 holding.
  • Regal Investment Advisors first reported a position in Aon in Q1 2014 and has held it in 8 quarters since.
  • Regal Investment Advisors's Aon position peaked at $1.2M in Q1 2026.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.