Concord Wealth Partners’s Aon AON Stock Holding History

Concord Wealth Partners’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	$7.96K	Buy	+24	New	+$7.74K	﹤0.01%	601
2023 Q4	–	Sell	-9	Closed	-$2.92K	–	817
2023 Q3	$2.92K	Hold	9	–	–	﹤0.01%	808
2023 Q2	$3.11K	Hold	9	–	–	﹤0.01%	802
2023 Q1	$2.84K	Hold	9	–	–	﹤0.01%	761
2022 Q4	$2.7K	Buy	+9	New	+$2.63K	﹤0.01%	889
2022 Q3	–	Sell	-91	Closed	-$25K	–	206
2022 Q2	$25K	Sell	91 -17	-16%	-$4.89K	0.01%	494
2022 Q1	$35K	Hold	108	–	–	0.01%	494
2021 Q4	$32K	Buy	108 +55	+104%	+$16.5K	0.01%	540
2021 Q3	$15K	Sell	53 -55	-51%	-$14.8K	0.01%	416
2021 Q2	$26K	Buy	108 +57	+112%	+$13.9K	0.01%	449
2021 Q1	$12K	Buy	+51	New	+$11.2K	﹤0.01%	554

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's AON Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Aon (AON) in Q2 2026: 24 shares worth $7.96K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AON as recently as Q3 2023.

Concord Wealth Partners first reported a position in AON in Q1 2021 and has held it in 11 quarters since. The position peaked at $35K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Concord Wealth Partners held 24 shares of Aon worth $7.96K as of Q2 2026.
Aon was a new Concord Wealth Partners position in Q2 2026.
Aon made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #601 holding.
Concord Wealth Partners first reported a position in Aon in Q1 2021 and has held it in 11 quarters since.
Concord Wealth Partners's Aon position peaked at $35K in Q1 2022.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.