Westbourne Investment Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $299K | Hold |
900
| – | – | 0.08% | 96 |
|
|
2026
Q1 | $291K | Hold |
900
| – | – | 0.08% | 95 |
|
|
2025
Q4 | $318K | Hold |
900
| – | – | 0.09% | 91 |
|
|
2025
Q3 | $321K | Hold |
900
| – | – | 0.09% | 95 |
|
|
2025
Q2 | $321K | Hold |
900
| – | – | 0.1% | 89 |
|
|
2025
Q1 | $359K | Hold |
900
| – | – | 0.13% | 66 |
|
|
2024
Q4 | $323K | Hold |
900
| – | – | 0.11% | 71 |
|
|
2024
Q3 | $311K | Hold |
900
| – | – | 0.11% | 74 |
|
|
2024
Q2 | $264K | Hold |
900
| – | – | 0.1% | 77 |
|
|
2024
Q1 | $300K | Hold |
900
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $262K | Hold |
900
| – | – | 0.1% | 78 |
|
|
2023
Q3 | $292K | Hold |
900
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $311K | Hold |
900
| – | – | 0.14% | 77 |
|
|
2023
Q1 | $284K | Hold |
900
| – | – | 0.14% | 80 |
|
|
2022
Q4 | $270K | Hold |
900
| – | – | 0.14% | 79 |
|
|
2022
Q3 | $241K | Hold |
900
| – | – | 0.13% | 83 |
|
|
2022
Q2 | $243K | Sell |
900
-235
| -21% | -$67.5K | 0.15% | 73 |
|
|
2022
Q1 | $370K | Hold |
1,135
| – | – | 0.15% | 75 |
|
|
2021
Q4 | $341K | Sell |
1,135
-100
| -8% | -$30K | 0.13% | 76 |
|
|
2021
Q3 | $353K | Sell |
1,235
-100
| -7% | -$26.9K | 0.16% | 68 |
|
|
2021
Q2 | $319K | Sell |
1,335
-115
| -8% | -$28.1K | 0.14% | 69 |
|
|
2021
Q1 | $334K | Buy |
+1,450
| New | +$319K | 0.17% | 67 |
|
|
2020
Q2 | – | Sell |
-1,725
| Closed | -$285K | – | 52 |
|
|
2020
Q1 | $285K | Hold |
1,725
| – | – | 0.26% | 69 |
|
|
2019
Q4 | $359K | Sell |
1,725
-435
| -20% | -$86.1K | 0.24% | 75 |
|
|
2019
Q3 | $418K | Sell |
2,160
-700
| -24% | -$135K | 0.31% | 69 |
|
|
2019
Q2 | $552K | Sell |
2,860
-20
| -0.7% | -$3.62K | 0.45% | 56 |
|
|
2019
Q1 | $492K | Buy |
2,880
+75
| +3% | +$12.2K | 0.38% | 62 |
|
|
2018
Q4 | $408K | Hold |
2,805
| – | – | 0.35% | 66 |
|
|
2018
Q3 | $431K | Hold |
2,805
| – | – | 0.31% | 69 |
|
|
2018
Q2 | $385K | Hold |
2,805
| – | – | 0.33% | 68 |
|
|
2018
Q1 | $394K | Hold |
2,805
| – | – | 0.32% | 74 |
|
|
2017
Q4 | $376K | Hold |
2,805
| – | – | 0.29% | 81 |
|
|
2017
Q3 | $410K | Hold |
2,805
| – | – | 0.32% | 71 |
|
|
2017
Q2 | $373K | Sell |
2,805
-65
| -2% | -$8.22K | 0.3% | 74 |
|
|
2017
Q1 | $341K | Sell |
2,870
-825
| -22% | -$95.2K | 0.28% | 79 |
|
|
2016
Q4 | $412K | Sell |
3,695
-100
| -3% | -$11.1K | 0.36% | 69 |
|
|
2016
Q3 | $427K | Sell |
3,795
-150
| -4% | -$16.5K | 0.38% | 70 |
|
|
2016
Q2 | $431K | Hold |
3,945
| – | – | 0.39% | 73 |
|
|
2016
Q1 | $412K | Sell |
3,945
-300
| -7% | -$28.1K | 0.39% | 70 |
|
|
2015
Q4 | $391K | Buy |
4,245
+1,400
| +49% | +$130K | 0.38% | 70 |
|
|
2015
Q3 | $252K | Hold |
2,845
| – | – | 0.25% | 91 |
|
|
2015
Q2 | $284K | Buy |
+2,845
| New | +$285K | 0.26% | 90 |
|
Other funds holding AON
Westbourne Investment Advisors's AON Position: Q2 2026 in Review
Westbourne Investment Advisors held its Aon (AON) position steady in Q2 2026 at 900 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #96.
Westbourne Investment Advisors first reported a position in AON in Q2 2015 and has held it in 42 quarters since. The position peaked at $552K in Q2 2019. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.
- Westbourne Investment Advisors held 900 shares of Aon worth $299K as of Q2 2026.
- Westbourne Investment Advisors left its Aon share count unchanged in Q2 2026.
- Aon made up 0.08% of Westbourne Investment Advisors's portfolio in Q2 2026, its #96 holding.
- Westbourne Investment Advisors first reported a position in Aon in Q2 2015 and has held it in 42 quarters since.
- Westbourne Investment Advisors's Aon position peaked at $552K in Q2 2019.
- 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.
Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.