Diversify Wealth Management’s Aon AON Stock Holding History

Diversify 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	$1.34M	Sell	3,644 -985	-21%	-$318K	0.02%	536
2026 Q1	$1.49M	Buy	4,629 +2,765	+148%	+$919K	0.03%	466
2025 Q4	$642K	Sell	1,864 -249	-12%	-$86.9K	0.03%	389
2025 Q3	$718K	Sell	2,113 -733	-26%	-$265K	0.04%	327
2025 Q2	$1.04M	Sell	2,846 -184	-6%	-$66.7K	0.06%	265
2025 Q1	$1.06M	Buy	3,030 +1,985	+190%	+$761K	0.08%	235
2024 Q4	$365K	Buy	1,045 +125	+14%	+$46K	0.03%	405
2024 Q3	$330K	Sell	920 -174	-16%	-$56.9K	0.03%	378
2024 Q2	$359K	Buy	+1,094	New	+$323K	0.04%	328

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Diversify Wealth Management reduced its Aon (AON) stake by 21% in Q2 2026, selling an estimated $318K and leaving 3,644 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #536.

Diversify Wealth Management first reported a position in AON in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2026. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Diversify Wealth Management held 3,644 shares of Aon worth $1.34M as of Q2 2026.
Diversify Wealth Management sold 985 Aon shares in Q2 2026, an estimated $318K.
Aon made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #536 holding.
Diversify Wealth Management first reported a position in Aon in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Aon position peaked at $1.49M in Q1 2026.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.