BlackDiamond Wealth Management’s Aon AON Stock Holding History

BlackDiamond 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 Q1	$324K	Sell	1,005 -13	-1%	-$4.32K	0.16%	129
2025 Q4	$316K	Buy	1,018 +40	+4%	+$14K	0.15%	140
2025 Q3	$349K	Sell	978 -18	-2%	-$6.51K	0.19%	102
2025 Q2	$356K	Sell	996 -21	-2%	-$7.61K	0.21%	95
2025 Q1	$360K	Sell	1,017 -18	-2%	-$6.9K	0.24%	76
2024 Q4	$372K	Sell	1,035 -57	-5%	-$21K	0.21%	100
2024 Q3	$419K	Sell	1,092 -1	-0.1%	-$327	0.25%	90
2024 Q2	$357K	Buy	+1,093	New	+$323K	0.24%	93

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackDiamond Wealth Management's AON Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Aon (AON) stake by 1.3% in Q1 2026, selling an estimated $4.32K and leaving 1,005 shares worth $324K. The position accounts for 0.16% of the portfolio, ranked #129.

BlackDiamond Wealth Management first reported a position in AON in Q2 2024 and has held it in 8 quarters since. The position peaked at $419K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

BlackDiamond Wealth Management held 1,005 shares of Aon worth $324K as of Q1 2026.
BlackDiamond Wealth Management sold 13 Aon shares in Q1 2026, an estimated $4.32K.
Aon made up 0.16% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #129 holding.
BlackDiamond Wealth Management first reported a position in Aon in Q2 2024 and has held it in 8 quarters since.
BlackDiamond Wealth Management's Aon position peaked at $419K in Q3 2024.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.