AFT
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Alpha Family Trust’s Aon AON Stock Holding History

Alpha Family Trust’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
Q1 		$223K Hold
690
– – 0.11% 181
2025
Q4 		$243K Hold
690
– – 0.11% 161
2025
Q3 		$246K Hold
690
– – 0.12% 158
2025
Q2 		$246K Hold
690
– – 0.12% 158
2025
Q1 		$275K Hold
690
– – 0.16% 130
2024
Q4 		$248K Hold
690
– – 0.14% 125
2024
Q3 		$239K Hold
690
– – 0.13% 137
2024
Q2 		$203K Buy
+690
New +$204K 0.12% 148

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alpha Family Trust's AON Position: Q1 2026 in Review

Alpha Family Trust held its Aon (AON) position steady in Q1 2026 at 690 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #181.

Alpha Family Trust first reported a position in AON in Q2 2024 and has held it in 8 quarters since. The position peaked at $275K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Alpha Family Trust held 690 shares of Aon worth $223K as of Q1 2026.
  • Alpha Family Trust left its Aon share count unchanged in Q1 2026.
  • Aon made up 0.11% of Alpha Family Trust's portfolio in Q1 2026, its #181 holding.
  • Alpha Family Trust first reported a position in Aon in Q2 2024 and has held it in 8 quarters since.
  • Alpha Family Trust's Aon position peaked at $275K in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.