BWL
AON icon

Bogart Wealth LLC’s Aon AON Stock Holding History

Bogart Wealth LLC’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 		$8.96K Buy
27
+18
+200% +$5.81K ﹤0.01% 1035
2026
Q1 		$2.9K Buy
9
+4
+80% +$1.33K ﹤0.01% 1191
2025
Q4 		$1.76K Buy
5
+1
+25% +$349 ﹤0.01% 1203
2025
Q3 		$1.43K Buy
4
+2
+100% +$724 ﹤0.01% 1223
2025
Q2 		$714 Sell
2
-17
-89% -$6.16K ﹤0.01% 1266
2025
Q1 		$7.58K Buy
+19
New +$7.29K ﹤0.01% 822
2023
Q1 		– Sell
-3
Closed -$900 – 1112
2022
Q4 		$900 Buy
+3
New +$877 ﹤0.01% 866

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's AON Position: Q2 2026 in Review

Bogart Wealth LLC increased its Aon (AON) stake by 200% in Q2 2026, buying an estimated $5.81K and bringing the position to 27 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Bogart Wealth LLC first reported a position in AON in Q4 2022 and has held it in 7 quarters since. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Bogart Wealth LLC held 27 shares of Aon worth $8.96K as of Q2 2026.
  • Bogart Wealth LLC bought 18 Aon shares in Q2 2026, an estimated $5.81K.
  • Aon made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1035 holding.
  • Bogart Wealth LLC first reported a position in Aon in Q4 2022 and has held it in 7 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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