AWE
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Avidian Wealth Enterprises’s Aon AON Stock Holding History

Avidian Wealth Enterprises’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 		$646K Buy
1,948
+198
+11% +$63.9K 0.02% 418
2026
Q1 		$565K Buy
1,750
+77
+5% +$25.6K 0.02% 410
2025
Q4 		$590K Buy
1,673
+17
+1% +$5.94K 0.02% 341
2025
Q3 		$591K Buy
1,656
+26
+2% +$9.41K 0.02% 334
2025
Q2 		$582K Sell
1,630
-1
-0.1% -$362 0.02% 299
2025
Q1 		$651K Buy
1,631
+53
+3% +$20.3K 0.03% 261
2024
Q4 		$567K Buy
1,578
+26
+2% +$9.56K 0.03% 277
2024
Q3 		$537K Buy
1,552
+34
+2% +$11.1K 0.02% 286
2024
Q2 		$446K Buy
1,518
+60
+4% +$17.7K 0.02% 313
2024
Q1 		$486K Buy
1,458
+44
+3% +$13.6K 0.02% 273
2023
Q4 		$411K Buy
1,414
+64
+5% +$20.5K 0.03% 294
2023
Q3 		$438K Sell
1,350
-2
-0.1% -$662 0.03% 274
2023
Q2 		$467K Sell
1,352
-57
-4% -$18.5K 0.03% 278
2023
Q1 		$444K Buy
1,409
+2
+0.1% +$619 0.02% 313
2022
Q4 		$422K Buy
1,407
+3
+0.2% +$877 0.03% 300
2022
Q3 		$376K Sell
1,404
-1
-0.1% -$283 0.03% 277
2022
Q2 		$379K Sell
1,405
-1
-0.1% -$287 0.03% 310
2022
Q1 		$458K Buy
1,406
+3
+0.2% +$873 0.03% 318
2021
Q4 		$422K Sell
1,403
-19
-1% -$5.7K 0.03% 332
2021
Q3 		$406K Buy
1,422
+12
+0.9% +$3.22K 0.03% 246
2021
Q2 		$337K Buy
1,410
+6
+0.4% +$1.47K 0.03% 291
2021
Q1 		$323K Sell
1,404
-12
-0.8% -$2.64K 0.03% 278
2020
Q4 		$299K Buy
1,416
+3
+0.2% +$612 0.03% 257
2020
Q3 		$291K Buy
1,413
+4
+0.3% +$799 0.03% 222
2020
Q2 		$271K Buy
1,409
+3
+0.2% +$559 0.04% 213
2020
Q1 		$232K Sell
1,406
-523
-27% -$107K 0.04% 178
2019
Q4 		$402K Sell
1,929
-531
-22% -$105K 0.06% 141
2019
Q3 		$476K Buy
+2,460
New +$475K 0.08% 105

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

Avidian Wealth Enterprises's AON Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Aon (AON) stake by 11% in Q2 2026, buying an estimated $63.9K and bringing the position to 1,948 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #418.

Avidian Wealth Enterprises first reported a position in AON in Q3 2019 and has held it in 28 quarters since. The position peaked at $651K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Avidian Wealth Enterprises held 1,948 shares of Aon worth $646K as of Q2 2026.
  • Avidian Wealth Enterprises bought 198 Aon shares in Q2 2026, an estimated $63.9K.
  • Aon made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #418 holding.
  • Avidian Wealth Enterprises first reported a position in Aon in Q3 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Aon position peaked at $651K in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.