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Sequoia Financial Advisors’s Aon AON Stock Holding History

Sequoia Financial 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 		$5.85M Buy
17,646
+1,739
+11% +$561K 0.03% 325
2026
Q1 		$5.13M Buy
15,907
+705
+5% +$234K 0.03% 319
2025
Q4 		$5.36M Buy
15,202
+2,043
+16% +$713K 0.03% 317
2025
Q3 		$4.69M Sell
13,159
-145
-1% -$52.5K 0.03% 315
2025
Q2 		$4.75M Buy
13,304
+34
+0.3% +$12.3K 0.03% 288
2025
Q1 		$5.3M Buy
13,270
+207
+2% +$79.4K 0.04% 263
2024
Q4 		$4.69M Buy
13,063
+342
+3% +$126K 0.05% 261
2024
Q3 		$4.4M Buy
12,721
+5,101
+67% +$1.67M 0.05% 227
2024
Q2 		$2.24M Sell
7,620
-88
-1% -$26K 0.03% 303
2024
Q1 		$2.57M Sell
7,708
-1,210
-14% -$375K 0.03% 286
2023
Q4 		$2.6M Buy
8,918
+1,796
+25% +$575K 0.03% 304
2023
Q3 		$2.31M Sell
7,122
-20
-0.3% -$6.62K 0.04% 213
2023
Q2 		$2.47M Sell
7,142
-11
-0.2% -$3.57K 0.04% 213
2023
Q1 		$2.26M Sell
7,153
-146
-2% -$45.2K 0.05% 205
2022
Q4 		$2.19M Buy
7,299
+5,919
+429% +$1.73M 0.05% 195
2022
Q3 		$370K Sell
1,380
-473
-26% -$134K 0.01% 332
2022
Q2 		$500K Buy
1,853
+220
+13% +$63.2K 0.01% 324
2022
Q1 		$531K Buy
1,633
+937
+135% +$273K 0.01% 344
2021
Q4 		$209K Buy
+696
New +$209K 0.01% 543

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's AON Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Aon (AON) stake by 11% in Q2 2026, buying an estimated $561K and bringing the position to 17,646 shares worth $5.85M. The position accounts for 0.03% of the portfolio, ranked #325.

Sequoia Financial Advisors first reported a position in AON in Q4 2021 and has held it in 19 quarters since. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Sequoia Financial Advisors held 17,646 shares of Aon worth $5.85M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,739 Aon shares in Q2 2026, an estimated $561K.
  • Aon made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #325 holding.
  • Sequoia Financial Advisors first reported a position in Aon in Q4 2021 and has held it in 19 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.