APG
AON icon

Abacus Planning Group’s Aon AON Stock Holding History

Abacus Planning Group’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 		$284K Buy
856
+11
+1% +$3.55K 0.04% 210
2026
Q1 		$273K Sell
845
-1
-0.1% -$332 0.04% 214
2025
Q4 		$299K Sell
846
-46
-5% -$16.1K 0.04% 196
2025
Q3 		$318K Sell
892
-12
-1% -$4.34K 0.04% 182
2025
Q2 		$323K Sell
904
-126
-12% -$45.7K 0.05% 176
2025
Q1 		$411K Buy
1,030
+12
+1% +$4.6K 0.07% 133
2024
Q4 		$366K Sell
1,018
-8
-0.8% -$2.94K 0.06% 143
2024
Q3 		$355K Buy
1,026
+45
+5% +$14.7K 0.06% 148
2024
Q2 		$288K Buy
981
+3
+0.3% +$887 0.06% 163
2024
Q1 		$326K Sell
978
-33
-3% -$10.2K 0.06% 138
2023
Q4 		$294K Sell
1,011
-22
-2% -$7.04K 0.06% 147
2023
Q3 		$335K Buy
1,033
+22
+2% +$7.28K 0.08% 126
2023
Q2 		$349K Hold
1,011
– – 0.08% 124
2023
Q1 		$319K Hold
1,011
– – 0.08% 128
2022
Q4 		$303K Hold
1,011
– – 0.08% 132
2022
Q3 		$271K Hold
1,011
– – 0.08% 138
2022
Q2 		$273K Hold
1,011
– – 0.08% 141
2022
Q1 		$329K Hold
1,011
– – 0.09% 142
2021
Q4 		$304K Sell
1,011
-18
-2% -$5.4K 0.08% 154
2021
Q3 		$294K Hold
1,029
– – 0.09% 140
2021
Q2 		$246K Sell
1,029
-945
-48% -$231K 0.08% 164
2021
Q1 		$454K Buy
1,974
+200
+11% +$44K 0.15% 105
2020
Q4 		$375K Buy
1,774
+745
+72% +$152K 0.12% 115
2020
Q3 		$212K Buy
+1,029
New +$205K 0.08% 144
2020
Q1 		– Sell
-1,029
Closed -$214K – 162
2019
Q4 		$214K Buy
+1,029
New +$204K 0.1% 152
2019
Q2 		– Sell
-1,511
Closed -$258K – 166
2019
Q1 		$258K Hold
1,511
– – 0.16% 120
2018
Q4 		$220K Hold
1,511
– – 0.17% 125
2018
Q3 		$232K Buy
+1,511
New +$221K 0.16% 127

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

Abacus Planning Group's AON Position: Q2 2026 in Review

Abacus Planning Group increased its Aon (AON) stake by 1.3% in Q2 2026, buying an estimated $3.55K and bringing the position to 856 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #210.

Abacus Planning Group first reported a position in AON in Q3 2018 and has held it in 28 quarters since. The position peaked at $454K in Q1 2021. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Abacus Planning Group held 856 shares of Aon worth $284K as of Q2 2026.
  • Abacus Planning Group bought 11 Aon shares in Q2 2026, an estimated $3.55K.
  • Aon made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #210 holding.
  • Abacus Planning Group first reported a position in Aon in Q3 2018 and has held it in 28 quarters since.
  • Abacus Planning Group's Aon position peaked at $454K in Q1 2021.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.