Woodward Financial Advisors’s Aon AON Stock Holding History

Woodward 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	$322K	Hold	971	–	–	0.11%	52
2026 Q1	$315K	Hold	971	–	–	0.12%	44
2025 Q4	$343K	Sell	971 -29	-3%	-$10.1K	0.13%	43
2025 Q3	$357K	Hold	1,000	–	–	0.14%	44
2025 Q2	$357K	Hold	1,000	–	–	0.15%	45
2025 Q1	$399K	Hold	1,000	–	–	0.19%	40
2024 Q4	$359K	Hold	1,000	–	–	0.18%	43
2024 Q3	$346K	Hold	1,000	–	–	0.17%	43
2024 Q2	$293K	Hold	1,000	–	–	0.17%	44
2024 Q1	$330K	Hold	1,000	–	–	0.2%	43
2023 Q4	$291K	Hold	1,000	–	–	0.19%	42
2023 Q3	$324K	Hold	1,000	–	–	0.24%	40
2023 Q2	$345K	Buy	+1,000	New	+$325K	0.26%	40

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Woodward Financial Advisors held its Aon (AON) position steady in Q2 2026 at 971 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #52.

Woodward Financial Advisors first reported a position in AON in Q2 2023 and has held it in 13 quarters since. The position peaked at $399K in Q1 2025. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Woodward Financial Advisors held 971 shares of Aon worth $322K as of Q2 2026.
Woodward Financial Advisors left its Aon share count unchanged in Q2 2026.
Aon made up 0.11% of Woodward Financial Advisors's portfolio in Q2 2026, its #52 holding.
Woodward Financial Advisors first reported a position in Aon in Q2 2023 and has held it in 13 quarters since.
Woodward Financial Advisors's Aon position peaked at $399K in Q1 2025.
1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.