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Action Point Financial Planning’s Aon AON Stock Holding History

Action Point Financial Planning’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 		$26.5K Buy
+86
New +$27.7K ﹤0.01% 1034

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

Action Point Financial Planning's AON Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Aon (AON) in Q2 2026: 86 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings.

1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Action Point Financial Planning held 86 shares of Aon worth $26.5K as of Q2 2026.
  • Aon was a new Action Point Financial Planning position in Q2 2026.
  • Aon made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1034 holding.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.