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Delap Wealth Advisory’s Aon AON Stock Holding History

Delap Wealth Advisory’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
Q1 		$368K Sell
1,140
-34
-3% -$11.3K 0.14% 67
2025
Q4 		$414K Buy
+1,174
New +$410K 0.16% 65

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Delap Wealth Advisory's AON Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Aon (AON) stake by 2.9% in Q1 2026, selling an estimated $11.3K and leaving 1,140 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #67.

Delap Wealth Advisory first reported a position in AON in Q4 2025 and has held it in 2 quarters since. The position peaked at $414K in Q4 2025. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Delap Wealth Advisory held 1,140 shares of Aon worth $368K as of Q1 2026.
  • Delap Wealth Advisory sold 34 Aon shares in Q1 2026, an estimated $11.3K.
  • Aon made up 0.14% of Delap Wealth Advisory's portfolio in Q1 2026, its #67 holding.
  • Delap Wealth Advisory first reported a position in Aon in Q4 2025 and has held it in 2 quarters since.
  • Delap Wealth Advisory's Aon position peaked at $414K in Q4 2025.
  • 1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.