DWM
AON icon

Dakota Wealth Management’s Aon AON Stock Holding History

Dakota 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 		– Sell
-1,019
Closed -$329K – 783
2026
Q1 		$329K Sell
1,019
-963
-49% -$320K 0.01% 635
2025
Q4 		$699K Buy
1,982
+116
+6% +$40.5K 0.01% 482
2025
Q3 		$665K Sell
1,866
-1,948
-51% -$705K 0.01% 431
2025
Q2 		$1.36M Buy
3,814
+9
+0.2% +$3.26K 0.03% 336
2025
Q1 		$1.52M Buy
3,805
+1,143
+43% +$438K 0.04% 302
2024
Q4 		$956K Sell
2,662
-685
-20% -$252K 0.02% 374
2024
Q3 		$1.16M Buy
3,347
+263
+9% +$86K 0.03% 345
2024
Q2 		$905K Sell
3,084
-514
-14% -$152K 0.02% 384
2024
Q1 		$1.2M Sell
3,598
-143
-4% -$44.3K 0.03% 339
2023
Q4 		$1.09M Buy
3,741
+62
+2% +$19.8K 0.04% 299
2023
Q3 		$1.19M Buy
3,679
+1
+0% +$331 0.05% 263
2023
Q2 		$1.27M Sell
3,678
-3,262
-47% -$1.06M 0.06% 223
2023
Q1 		$2.19M Buy
6,940
+591
+9% +$183K 0.15% 148
2022
Q4 		$1.91M Buy
6,349
+81
+1% +$23.7K 0.14% 156
2022
Q3 		$1.68M Buy
6,268
+698
+13% +$197K 0.14% 165
2022
Q2 		$1.5M Buy
5,570
+3,469
+165% +$997K 0.14% 156
2022
Q1 		$684K Buy
2,101
+1,061
+102% +$309K 0.06% 244
2021
Q4 		$313K Buy
1,040
+126
+14% +$37.8K 0.03% 300
2021
Q3 		$261K Buy
+914
New +$246K 0.03% 302

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

Dakota Wealth Management's AON Position: Q2 2026 in Review

Dakota Wealth Management sold out of Aon (AON) in Q2 2026, closing a stake of 1,019 shares — an estimated $329K sold.

Dakota Wealth Management first reported a position in AON in Q3 2021 and held it in 19 quarters. The position peaked at $2.19M in Q1 2023. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Dakota Wealth Management reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 1,019 Aon shares in Q2 2026, an estimated $329K.
  • Dakota Wealth Management first reported a position in Aon in Q3 2021 and held it in 19 quarters.
  • Dakota Wealth Management's Aon position peaked at $2.19M in Q1 2023.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.