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Dogwood Wealth Management’s Aon AON Stock Holding History

Dogwood 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 		$10.9K Buy
33
+19
+136% +$6.13K ﹤0.01% 372
2026
Q1 		$4.52K Buy
14
+8
+133% +$2.66K ﹤0.01% 496
2025
Q4 		$2.12K Sell
6
-9
-60% -$3.14K ﹤0.01% 553
2025
Q3 		$5.35K Buy
15
+3
+25% +$1.08K ﹤0.01% 386
2025
Q2 		$4.25K Buy
12
+8
+200% +$2.9K ﹤0.01% 488
2025
Q1 		$1.6K Buy
+4
New +$1.53K ﹤0.01% 382

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

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

Dogwood Wealth Management increased its Aon (AON) stake by 136% in Q2 2026, buying an estimated $6.13K and bringing the position to 33 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Dogwood Wealth Management first reported a position in AON in Q1 2025 and has held it in 6 quarters since. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Dogwood Wealth Management held 33 shares of Aon worth $10.9K as of Q2 2026.
  • Dogwood Wealth Management bought 19 Aon shares in Q2 2026, an estimated $6.13K.
  • Aon made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Dogwood Wealth Management first reported a position in Aon in Q1 2025 and has held it in 6 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.