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

Cassaday & 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 		$58.7K Sell
177
-13
-7% -$4.19K ﹤0.01% 596
2026
Q1 		$61.3K Buy
+190
New +$63.1K ﹤0.01% 571

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

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

Cassaday & Co Wealth Management reduced its Aon (AON) stake by 6.8% in Q2 2026, selling an estimated $4.19K and leaving 177 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Cassaday & Co Wealth Management first reported a position in AON in Q1 2026 and has held it in 2 quarters since. The position peaked at $61.3K in Q1 2026. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Cassaday & Co Wealth Management held 177 shares of Aon worth $58.7K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 13 Aon shares in Q2 2026, an estimated $4.19K.
  • Aon made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Cassaday & Co Wealth Management first reported a position in Aon in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Aon position peaked at $61.3K in Q1 2026.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.