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Abound Wealth Management’s Aon AON Stock Holding History

Abound 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 		$664 Sell
2
-22
-92% -$7.1K ﹤0.01% 897
2026
Q1 		$7.75K Hold
24
– – ﹤0.01% 619
2025
Q4 		$8.48K Sell
24
-1
-4% -$349 ﹤0.01% 536
2025
Q3 		$8.76K Buy
25
+1
+4% +$362 ﹤0.01% 519
2025
Q2 		$8.57K Sell
24
-2
-8% -$725 ﹤0.01% 474
2025
Q1 		$10.4K Sell
26
-13
-33% -$4.98K ﹤0.01% 398
2024
Q4 		$13.9K Buy
39
+8
+26% +$2.94K ﹤0.01% 339
2024
Q3 		$10.7K Buy
31
+6
+24% +$1.96K ﹤0.01% 398
2024
Q2 		$7.34K Sell
25
-10
-29% -$2.96K ﹤0.01% 417
2024
Q1 		$11.7K Sell
35
-1
-3% -$310 ﹤0.01% 344
2023
Q4 		$10.5K Sell
36
-3
-8% -$960 ﹤0.01% 364
2023
Q3 		$12.7K Buy
39
+3
+8% +$993 0.01% 298
2023
Q2 		$12.4K Buy
36
+13
+57% +$4.22K 0.01% 301
2023
Q1 		$7.26K Buy
23
+2
+10% +$619 ﹤0.01% 334
2022
Q4 		$6.31K Buy
21
+7
+50% +$2.04K ﹤0.01% 319
2022
Q3 		$3.75K Buy
+14
New +$3.96K ﹤0.01% 401

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

Abound Wealth Management's AON Position: Q2 2026 in Review

Abound Wealth Management reduced its Aon (AON) stake by 92% in Q2 2026, selling an estimated $7.1K and leaving 2 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Abound Wealth Management first reported a position in AON in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.9K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Abound Wealth Management held 2 shares of Aon worth $664 as of Q2 2026.
  • Abound Wealth Management sold 22 Aon shares in Q2 2026, an estimated $7.1K.
  • Aon made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Abound Wealth Management first reported a position in Aon in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Aon position peaked at $13.9K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.