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Soltis Investment Advisors’s Aon AON Stock Holding History

Soltis 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 		$641K Buy
1,985
+83
+4% +$27.6K 0.04% 291
2025
Q4 		$671K Sell
1,902
-468
-20% -$163K 0.04% 272
2025
Q3 		$845K Buy
2,370
+15
+0.6% +$5.43K 0.06% 223
2025
Q2 		$840K Buy
+2,355
New +$853K 0.07% 194

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

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

Soltis Investment Advisors increased its Aon (AON) stake by 4.4% in Q1 2026, buying an estimated $27.6K and bringing the position to 1,985 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #291.

Soltis Investment Advisors first reported a position in AON in Q2 2025 and has held it in 4 quarters since. The position peaked at $845K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Soltis Investment Advisors held 1,985 shares of Aon worth $641K as of Q1 2026.
  • Soltis Investment Advisors bought 83 Aon shares in Q1 2026, an estimated $27.6K.
  • Aon made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #291 holding.
  • Soltis Investment Advisors first reported a position in Aon in Q2 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Aon position peaked at $845K in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.