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SageView Advisory Group’s Aon AON Stock Holding History

SageView Advisory Group’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 		$786K Sell
2,370
-95
-4% -$30.6K 0.03% 279
2026
Q1 		$796K Buy
2,465
+114
+5% +$37.9K 0.03% 264
2025
Q4 		$829K Sell
2,351
-5
-0.2% -$1.75K 0.03% 271
2025
Q3 		$840K Buy
2,356
+165
+8% +$59.7K 0.03% 287
2025
Q2 		$809K Sell
2,191
-54
-2% -$19.6K 0.03% 272
2025
Q1 		$896K Sell
2,245
-60
-3% -$23K 0.04% 246
2024
Q4 		$828K Sell
2,305
-3,859
-63% -$1.42M 0.04% 251
2024
Q3 		$2.13M Sell
6,164
-2,701
-30% -$884K 0.11% 108
2024
Q2 		$2.6M Buy
+8,865
New +$2.62M 0.12% 103
2024
Q1 		– Sell
-2,092
Closed -$625K – 526
2023
Q4 		$625K Buy
+2,092
New +$670K 0.03% 344
2023
Q3 		– Sell
-1,833
Closed -$633K – 524
2023
Q2 		$633K Buy
1,833
+251
+16% +$81.5K 0.04% 309
2023
Q1 		$499K Buy
+1,582
New +$490K 0.03% 307

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

SageView Advisory Group's AON Position: Q2 2026 in Review

SageView Advisory Group reduced its Aon (AON) stake by 3.9% in Q2 2026, selling an estimated $30.6K and leaving 2,370 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #279.

SageView Advisory Group first reported a position in AON in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.6M in Q2 2024. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • SageView Advisory Group held 2,370 shares of Aon worth $786K as of Q2 2026.
  • SageView Advisory Group sold 95 Aon shares in Q2 2026, an estimated $30.6K.
  • Aon made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #279 holding.
  • SageView Advisory Group first reported a position in Aon in Q1 2023 and has held it in 12 quarters since.
  • SageView Advisory Group's Aon position peaked at $2.6M in Q2 2024.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.