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West Financial Advisors’s Aon AON Stock Holding History

West 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 		$53.7K Hold
162
– – 0.01% 100
2026
Q1 		$52.3K Hold
162
– – 0.01% 97
2025
Q4 		$57.2K Hold
162
– – 0.01% 93
2025
Q3 		$57.8K Buy
+162
New +$58.6K 0.01% 96

Other funds holding AON

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

West Financial Advisors held its Aon (AON) position steady in Q2 2026 at 162 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #100.

West Financial Advisors first reported a position in AON in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.8K in Q3 2025. 291 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • West Financial Advisors held 162 shares of Aon worth $53.7K as of Q2 2026.
  • West Financial Advisors left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • West Financial Advisors first reported a position in Aon in Q3 2025 and has held it in 4 quarters since.
  • West Financial Advisors's Aon position peaked at $57.8K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.