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Williams Jones Wealth Management’s Aon AON Stock Holding History

Williams Jones Wealth Management’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 		$5.47M Sell
16,502
-213
-1% -$68.7K 0.06% 135
2026
Q1 		$5.4M Sell
16,715
-12,862
-43% -$4.27M 0.07% 126
2025
Q4 		$10.4M Sell
29,577
-6,220
-17% -$2.17M 0.12% 95
2025
Q3 		$12.8M Sell
35,797
-14,094
-28% -$5.1M 0.15% 87
2025
Q2 		$17.8M Sell
49,891
-20,660
-29% -$7.49M 0.21% 72
2025
Q1 		$28.2M Sell
70,551
-5,281
-7% -$2.02M 0.36% 54
2024
Q4 		$27.2M Sell
75,832
-1,653
-2% -$608K 0.33% 56
2024
Q3 		$26.8M Sell
77,485
-2,324
-3% -$760K 0.31% 59
2024
Q2 		$23.4M Sell
79,809
-23,897
-23% -$7.07M 0.29% 63
2024
Q1 		$34.6M Sell
103,706
-9,340
-8% -$2.9M 0.44% 50
2023
Q4 		$32.9M Buy
113,046
+3,113
+3% +$996K 0.46% 46
2023
Q3 		$35.6M Sell
109,933
-1,495
-1% -$495K 0.55% 41
2023
Q2 		$38.5M Buy
111,428
+2,182
+2% +$709K 0.58% 40
2023
Q1 		$34.4M Sell
109,246
-1,847
-2% -$572K 0.54% 44
2022
Q4 		$33.3M Buy
111,093
+822
+0.7% +$240K 0.56% 43
2022
Q3 		$29.5M Sell
110,271
-3,259
-3% -$921K 0.51% 41
2022
Q2 		$30.6M Sell
113,530
-7,202
-6% -$2.07M 0.5% 44
2022
Q1 		$39.3M Sell
120,732
-802
-0.7% -$233K 0.55% 45
2021
Q4 		$36.5M Buy
121,534
+3,066
+3% +$919K 0.46% 51
2021
Q3 		$33.9M Sell
118,468
-52,464
-31% -$14.1M 0.47% 51
2021
Q2 		$40.8M Buy
170,932
+2,569
+2% +$628K 0.57% 48
2021
Q1 		$38.7M Buy
168,363
+17,635
+12% +$3.88M 0.61% 42
2020
Q4 		$31.8M Buy
150,728
+6,116
+4% +$1.25M 0.52% 47
2020
Q3 		$29.8M Buy
144,612
+26,567
+23% +$5.31M 0.55% 45
2020
Q2 		$22.7M Buy
118,045
+113,174
+2,323% +$21.1M 0.47% 50
2020
Q1 		$804K Sell
4,871
-16
-0.3% -$3.28K 0.02% 185
2019
Q4 		$1.02M Buy
4,887
+3,450
+240% +$683K 0.02% 205
2019
Q3 		$278K Buy
+1,437
New +$277K 0.01% 357

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

Williams Jones Wealth Management's AON Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Aon (AON) stake by 1.3% in Q2 2026, selling an estimated $68.7K and leaving 16,502 shares worth $5.47M. The position accounts for 0.06% of the portfolio, ranked #135.

Williams Jones Wealth Management first reported a position in AON in Q3 2019 and has held it in 28 quarters since. The position peaked at $40.8M in Q2 2021. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Williams Jones Wealth Management held 16,502 shares of Aon worth $5.47M as of Q2 2026.
  • Williams Jones Wealth Management sold 213 Aon shares in Q2 2026, an estimated $68.7K.
  • Aon made up 0.06% of Williams Jones Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Williams Jones Wealth Management first reported a position in Aon in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Aon position peaked at $40.8M in Q2 2021.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.