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Transamerica Financial Advisors’s Aon AON Stock Holding History

Transamerica 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 		$32.2K Sell
97
-7
-7% -$2.26K ﹤0.01% 770
2026
Q1 		$33.6K Buy
104
+52
+100% +$17.3K ﹤0.01% 710
2025
Q4 		$18.4K Buy
52
+34
+189% +$11.9K ﹤0.01% 738
2025
Q3 		$6.1K Buy
+18
New +$6.51K ﹤0.01% 829
2025
Q2 		– Sell
-168
Closed -$67K – 567
2025
Q1 		$67K Sell
168
-210
-56% -$80.5K 0.01% 287
2024
Q4 		$136K Buy
+378
New +$139K 0.01% 243
2024
Q3 		– Sell
-1
Closed -$1K – 592
2024
Q2 		$1K Hold
1
– – ﹤0.01% 393
2024
Q1 		$1K Hold
1
– – ﹤0.01% 430
2023
Q4 		$1K Hold
1
– – ﹤0.01% 386
2023
Q3 		$1K Hold
1
– – ﹤0.01% 412
2023
Q2 		$1K Hold
1
– – ﹤0.01% 384
2023
Q1 		$1K Hold
1
– – ﹤0.01% 379
2022
Q4 		$1K Hold
1
– – ﹤0.01% 426
2022
Q3 		$1K Hold
1
– – ﹤0.01% 401
2022
Q2 		$1K Buy
+1
New +$287 ﹤0.01% 409
2016
Q1 		– Sell
-1
Closed -$1K – 747
2015
Q4 		$1K Hold
1
– – ﹤0.01% 717
2015
Q3 		$1K Hold
1
– – ﹤0.01% 717
2015
Q2 		$1K Hold
1
– – ﹤0.01% 778
2015
Q1 		$1K Hold
1
– – ﹤0.01% 778
2014
Q4 		$1K Hold
1
– – ﹤0.01% 627
2014
Q3 		$1K Hold
1
– – ﹤0.01% 586
2014
Q2 		$1K Hold
1
– – ﹤0.01% 596
2014
Q1 		$1K Hold
1
– – ﹤0.01% 563
2013
Q4 		$1K Hold
1
– – ﹤0.01% 551
2013
Q3 		$1K Sell
1
-538
-100% -$36.9K ﹤0.01% 554
2013
Q2 		$35K Buy
+539
New +$34.2K 0.01% 322

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

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

Transamerica Financial Advisors reduced its Aon (AON) stake by 6.7% in Q2 2026, selling an estimated $2.26K and leaving 97 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Transamerica Financial Advisors first reported a position in AON in Q2 2013 and has held it in 26 quarters since. The position peaked at $136K in Q4 2024. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Transamerica Financial Advisors held 97 shares of Aon worth $32.2K as of Q2 2026.
  • Transamerica Financial Advisors sold 7 Aon shares in Q2 2026, an estimated $2.26K.
  • Aon made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #770 holding.
  • Transamerica Financial Advisors first reported a position in Aon in Q2 2013 and has held it in 26 quarters since.
  • Transamerica Financial Advisors's Aon position peaked at $136K in Q4 2024.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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