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Sowell Financial Services’s Aon AON Stock Holding History

Sowell Financial Services’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 		$363K Buy
1,095
+25
+2% +$8.06K 0.01% 790
2026
Q1 		$345K Buy
1,070
+53
+5% +$17.6K 0.01% 787
2025
Q4 		$359K Buy
1,017
+59
+6% +$20.6K 0.01% 755
2025
Q3 		$342K Buy
958
+112
+13% +$40.5K 0.01% 770
2025
Q2 		$302K Buy
846
+194
+30% +$70.3K 0.01% 786
2025
Q1 		$260K Buy
+652
New +$250K 0.01% 829
2021
Q2 		– Sell
-1,019
Closed -$261K – 624
2021
Q1 		$261K Buy
1,019
+86
+9% +$18.9K 0.01% 906
2020
Q4 		$197K Buy
933
+194
+26% +$39.6K 0.01% 849
2020
Q3 		$152K Buy
739
+6
+0.8% +$1.2K 0.01% 823
2020
Q2 		$141K Sell
733
-505
-41% -$94.1K 0.01% 857
2020
Q1 		$204K Buy
1,238
+966
+355% +$198K 0.02% 642
2019
Q4 		$57K Sell
272
-57
-17% -$11.3K ﹤0.01% 1111
2019
Q3 		$64K Buy
+329
New +$63.5K 0.01% 936

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

Sowell Financial Services's AON Position: Q2 2026 in Review

Sowell Financial Services increased its Aon (AON) stake by 2.3% in Q2 2026, buying an estimated $8.06K and bringing the position to 1,095 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #790.

Sowell Financial Services first reported a position in AON in Q3 2019 and has held it in 13 quarters since. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Sowell Financial Services held 1,095 shares of Aon worth $363K as of Q2 2026.
  • Sowell Financial Services bought 25 Aon shares in Q2 2026, an estimated $8.06K.
  • Aon made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #790 holding.
  • Sowell Financial Services first reported a position in Aon in Q3 2019 and has held it in 13 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.