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Bartlett & Co Wealth Management’s Aon AON Stock Holding History

Bartlett & Co 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 		$9.29K Buy
28
+11
+65% +$3.55K ﹤0.01% 1002
2026
Q1 		$5.37K Buy
+17
New +$5.65K ﹤0.01% 1010
2025
Q3 		– Sell
-4
Closed -$1.43K – 1200
2025
Q2 		$1.43K Buy
4
+3
+300% +$1.09K ﹤0.01% 1121
2025
Q1 		$399 Buy
+1
New +$383 ﹤0.01% 1147
2024
Q1 		– Sell
-2,600
Closed -$752K – 1135
2023
Q4 		$752K Hold
2,600
– – 0.01% 306
2023
Q3 		$843K Hold
2,600
– – 0.02% 281
2023
Q2 		$898K Hold
2,600
– – 0.02% 284
2023
Q1 		$820K Hold
2,600
– – 0.02% 242
2022
Q4 		$780K Sell
2,600
-9
-0.3% -$2.63K 0.02% 243
2022
Q3 		$699K Sell
2,609
-14
-0.5% -$3.96K 0.02% 244
2022
Q2 		$707K Buy
2,623
+23
+0.9% +$6.61K 0.01% 244
2022
Q1 		$847K Sell
2,600
-550
-17% -$160K 0.01% 240
2021
Q4 		$947K Hold
3,150
– – 0.02% 238
2021
Q3 		$900K Sell
3,150
-100
-3% -$26.9K 0.02% 213
2021
Q2 		$776K Sell
3,250
-100
-3% -$24.4K 0.01% 221
2021
Q1 		$771K Hold
3,350
– – 0.02% 222
2020
Q4 		$708K Sell
3,350
-100
-3% -$20.4K 0.02% 226
2020
Q3 		$712K Sell
3,450
-975
-22% -$195K 0.02% 217
2020
Q2 		$852K Buy
4,425
+750
+20% +$140K 0.02% 203
2020
Q1 		$607K Hold
3,675
– – 0.02% 215
2019
Q4 		$765K Hold
3,675
– – 0.02% 226
2019
Q3 		$711K Buy
3,675
+3,661
+26,150% +$706K 0.02% 224
2019
Q2 		$2.7K Buy
14
+5
+56% +$906 ﹤0.01% 657
2019
Q1 		$1.54K Buy
+9
New +$1.46K ﹤0.01% 657

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

Bartlett & Co Wealth Management's AON Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Aon (AON) stake by 65% in Q2 2026, buying an estimated $3.55K and bringing the position to 28 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Bartlett & Co Wealth Management first reported a position in AON in Q1 2019 and has held it in 24 quarters since. The position peaked at $947K in Q4 2021. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Bartlett & Co Wealth Management held 28 shares of Aon worth $9.29K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 11 Aon shares in Q2 2026, an estimated $3.55K.
  • Aon made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1002 holding.
  • Bartlett & Co Wealth Management first reported a position in Aon in Q1 2019 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's Aon position peaked at $947K in Q4 2021.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.