AWM
AON icon

Activest Wealth Management’s Aon AON Stock Holding History

Activest 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 		$1.99K Sell
6
-36
-86% -$11.6K ﹤0.01% 855
2026
Q1 		$13.6K Buy
42
+20
+91% +$6.65K ﹤0.01% 618
2025
Q4 		$7.76K Sell
22
-27
-55% -$9.43K ﹤0.01% 707
2025
Q3 		$17.5K Buy
49
+24
+96% +$8.68K ﹤0.01% 403
2025
Q2 		$8.92K Sell
25
-19
-43% -$6.88K ﹤0.01% 455
2025
Q1 		$17.6K Buy
44
+42
+2,100% +$16.1K ﹤0.01% 309
2024
Q4 		$718 Buy
+2
New +$735 ﹤0.01% 493

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

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

Activest Wealth Management reduced its Aon (AON) stake by 86% in Q2 2026, selling an estimated $11.6K and leaving 6 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Activest Wealth Management first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.6K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Activest Wealth Management held 6 shares of Aon worth $1.99K as of Q2 2026.
  • Activest Wealth Management sold 36 Aon shares in Q2 2026, an estimated $11.6K.
  • Aon made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #855 holding.
  • Activest Wealth Management first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Aon position peaked at $17.6K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.