Dougherty Wealth Advisers’s Aon AON Stock Holding History

Dougherty Wealth Advisers’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	$176K	Hold	530	–	–	0.1%	55
2026 Q1	$171K	Sell	530 -129	-20%	-$42.9K	0.11%	49
2025 Q4	$233K	Hold	659	–	–	0.13%	44
2025 Q3	$235K	Hold	659	–	–	0.15%	36
2025 Q2	$235K	Hold	659	–	–	0.16%	32
2025 Q1	$263K	Hold	659	–	–	0.19%	32
2024 Q4	$237K	Hold	659	–	–	0.18%	34
2024 Q3	$228K	Hold	659	–	–	0.18%	34
2024 Q2	$193K	Hold	659	–	–	0.17%	37
2024 Q1	$220K	Hold	659	–	–	0.19%	32
2023 Q4	$192K	Hold	659	–	–	0.18%	41
2023 Q3	$214K	Hold	659	–	–	0.25%	32
2023 Q2	$227K	Hold	659	–	–	0.31%	31
2023 Q1	$208K	Hold	659	–	–	0.31%	32
2022 Q4	$198K	Hold	659	–	–	0.32%	36
2022 Q3	$177K	Hold	659	–	–	0.35%	33
2022 Q2	$178K	Hold	659	–	–	0.33%	34
2022 Q1	$215K	Hold	659	–	–	0.32%	33
2021 Q4	$198K	Hold	659	–	–	0.28%	39
2021 Q3	$188K	Hold	659	–	–	0.28%	38
2021 Q2	$157K	Hold	659	–	–	0.23%	43
2021 Q1	$152K	Hold	659	–	–	0.23%	42
2020 Q4	$139K	Hold	659	–	–	0.22%	45
2020 Q3	$136K	Hold	659	–	–	0.47%	42
2020 Q2	$127K	Hold	659	–	–	0.46%	44
2020 Q1	$109K	Hold	659	–	–	0.43%	49
2019 Q4	$137K	Hold	659	–	–	0.42%	48
2019 Q3	$128K	Hold	659	–	–	0.42%	43
2019 Q2	$127K	Hold	659	–	–	0.36%	54
2019 Q1	$112K	Hold	659	–	–	0.38%	50
2018 Q4	$110K	Buy	+659	New	+$102K	0.36%	57

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

Dougherty Wealth Advisers's AON Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Aon (AON) position steady in Q2 2026 at 530 shares worth $176K. The position accounts for 0.1% of the portfolio, ranked #55.

Dougherty Wealth Advisers first reported a position in AON in Q4 2018 and has held it in 31 quarters since. The position peaked at $263K in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Dougherty Wealth Advisers held 530 shares of Aon worth $176K as of Q2 2026.
Dougherty Wealth Advisers left its Aon share count unchanged in Q2 2026.
Aon made up 0.1% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #55 holding.
Dougherty Wealth Advisers first reported a position in Aon in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's Aon position peaked at $263K in Q1 2025.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.