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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
Q2 		$998K Buy
3,010
+1,025
+52% +$331K 0.06% 241
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 $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

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

Soltis Investment Advisors increased its Aon (AON) stake by 52% in Q2 2026, buying an estimated $331K and bringing the position to 3,010 shares worth $998K. The position accounts for 0.06% of the portfolio, ranked #241.

Soltis Investment Advisors first reported a position in AON in Q2 2025 and has held it in 5 quarters since. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Soltis Investment Advisors held 3,010 shares of Aon worth $998K as of Q2 2026.
  • Soltis Investment Advisors bought 1,025 Aon shares in Q2 2026, an estimated $331K.
  • Aon made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #241 holding.
  • Soltis Investment Advisors first reported a position in Aon in Q2 2025 and has held it in 5 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.