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Curated Wealth Partners’s Aon AON Stock Holding History

Curated 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 		$213K Sell
641
-3,120
-83% -$1.01M 0.02% 228
2026
Q1 		$1.21M Sell
3,761
-95
-2% -$31.6K 0.15% 53
2025
Q4 		$1.36M Buy
3,856
+709
+23% +$248K 0.15% 51
2025
Q3 		$1.12M Buy
3,147
+72
+2% +$26K 0.14% 54
2025
Q2 		$1.1M Buy
3,075
+453
+17% +$164K 0.13% 49
2025
Q1 		$1.05M Hold
2,622
– – 0.14% 49
2024
Q4 		$942K Buy
+2,622
New +$964K 0.11% 54
2022
Q4 		– Sell
-780
Closed -$209K – 131
2022
Q3 		$209K Buy
+780
New +$220K 0.06% 119
2022
Q2 		– Sell
-700
Closed -$210K – 132
2022
Q1 		$210K Hold
700
– – 0.07% 132
2021
Q4 		$210K Sell
700
-48
-6% -$14.4K 0.07% 136
2021
Q3 		$214K Buy
+748
New +$201K 0.12% 139

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

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

Curated Wealth Partners reduced its Aon (AON) stake by 83% in Q2 2026, selling an estimated $1.01M and leaving 641 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #228.

Curated Wealth Partners first reported a position in AON in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Curated Wealth Partners held 641 shares of Aon worth $213K as of Q2 2026.
  • Curated Wealth Partners sold 3,120 Aon shares in Q2 2026, an estimated $1.01M.
  • Aon made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Curated Wealth Partners first reported a position in Aon in Q3 2021 and has held it in 11 quarters since.
  • Curated Wealth Partners's Aon position peaked at $1.36M in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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