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 Q2	$229K	Hold	690	–	–	0.09%	183
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alpha Family Trust's AON Position: Q2 2026 in Review

Alpha Family Trust held its Aon (AON) position steady in Q2 2026 at 690 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #183.

Alpha Family Trust first reported a position in AON in Q2 2024 and has held it in 9 quarters since. The position peaked at $275K in Q1 2025. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Alpha Family Trust held 690 shares of Aon worth $229K as of Q2 2026.
Alpha Family Trust left its Aon share count unchanged in Q2 2026.
Aon made up 0.09% of Alpha Family Trust's portfolio in Q2 2026, its #183 holding.
Alpha Family Trust first reported a position in Aon in Q2 2024 and has held it in 9 quarters since.
Alpha Family Trust's Aon position peaked at $275K in Q1 2025.
1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.