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Roehl & Yi Investment Advisors’s Aon AON Stock Holding History

Roehl & Yi 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 		$337K Sell
1,017
-300
-23% -$96.8K 0.11% 142
2026
Q1 		$425K Buy
1,317
+172
+15% +$57.2K 0.16% 104
2025
Q4 		$404K Sell
1,145
-185
-14% -$64.6K 0.16% 109
2025
Q3 		$474K Sell
1,330
-25
-2% -$9.04K 0.21% 95
2025
Q2 		$483K Sell
1,355
-13
-1% -$4.71K 0.25% 91
2025
Q1 		$546K Buy
1,368
+375
+38% +$144K 0.3% 83
2024
Q4 		$357K Buy
+993
New +$365K 0.2% 104

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

Roehl & Yi Investment Advisors's AON Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Aon (AON) stake by 23% in Q2 2026, selling an estimated $96.8K and leaving 1,017 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #142.

Roehl & Yi Investment Advisors first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,017 shares of Aon worth $337K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 300 Aon shares in Q2 2026, an estimated $96.8K.
  • Aon made up 0.11% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • Roehl & Yi Investment Advisors first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Aon position peaked at $546K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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