Delap Wealth Advisory
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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
Q3 		$318K Buy
1,149
+9
+0.8% +$3.04K 0.11% 70
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Delap Wealth Advisory's AON Position: Q3 2026 in Review

Delap Wealth Advisory increased its Aon (AON) stake by 0.79% in Q3 2026, buying an estimated $3.04K and bringing the position to 1,149 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #70.

Delap Wealth Advisory first reported a position in AON in Q4 2025 and has held it in 4 quarters since. The position peaked at $414K in Q4 2025. 857 funds tracked by Wall St. Rank hold AON as of Q3 2026.

  • Delap Wealth Advisory held 1,149 shares of Aon worth $318K as of Q3 2026.
  • Delap Wealth Advisory bought 9 Aon shares in Q3 2026, an estimated $3.04K.
  • Aon made up 0.11% of Delap Wealth Advisory's portfolio in Q3 2026, its #70 holding.
  • Delap Wealth Advisory first reported a position in Aon in Q4 2025 and has held it in 4 quarters since.
  • Delap Wealth Advisory's Aon position peaked at $414K in Q4 2025.
  • 857 funds tracked by Wall St. Rank held Aon as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.