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Birch Financial Group’s Aon AON Stock Holding History

Birch Financial Group’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 		$224K Sell
676
-975
-59% -$315K 0.12% 127
2026
Q1 		$533K Sell
1,651
-219
-12% -$72.8K 0.31% 67
2025
Q4 		$660K Buy
1,870
+155
+9% +$54.1K 0.38% 57
2025
Q3 		$611K Buy
1,715
+171
+11% +$61.9K 0.36% 56
2025
Q2 		$551K Buy
1,544
+3
+0.2% +$1.09K 0.44% 52
2025
Q1 		$615K Sell
1,541
-47
-3% -$18K 0.55% 40
2024
Q4 		$570K Buy
+1,588
New +$584K 0.64% 29

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

Birch Financial Group's AON Position: Q2 2026 in Review

Birch Financial Group reduced its Aon (AON) stake by 59% in Q2 2026, selling an estimated $315K and leaving 676 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #127.

Birch Financial Group first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q4 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Birch Financial Group held 676 shares of Aon worth $224K as of Q2 2026.
  • Birch Financial Group sold 975 Aon shares in Q2 2026, an estimated $315K.
  • Aon made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #127 holding.
  • Birch Financial Group first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Aon position peaked at $660K in Q4 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.