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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
Q2 		$378K Hold
1,140
– – 0.13% 71
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 $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

Delap Wealth Advisory's AON Position: Q2 2026 in Review

Delap Wealth Advisory held its Aon (AON) position steady in Q2 2026 at 1,140 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #71.

Delap Wealth Advisory first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $414K in Q4 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Delap Wealth Advisory held 1,140 shares of Aon worth $378K as of Q2 2026.
  • Delap Wealth Advisory left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.13% of Delap Wealth Advisory's portfolio in Q2 2026, its #71 holding.
  • Delap Wealth Advisory first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • Delap Wealth Advisory's Aon position peaked at $414K in Q4 2025.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.