Ducere Wealth Management’s Aon AON Stock Holding History

Ducere 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	–	Sell	-922	Closed	-$297K	–	137
2026 Q1	$297K	Sell	922 -304	-25%	-$101K	0.12%	99
2025 Q4	$432K	Buy	+1,226	New	+$428K	0.17%	83

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

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

Ducere Wealth Management sold out of Aon (AON) in Q2 2026, closing a stake of 922 shares — an estimated $297K sold.

Ducere Wealth Management first reported a position in AON in Q4 2025 and held it in 2 quarters. The position peaked at $432K in Q4 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Ducere Wealth Management reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
Ducere Wealth Management sold 922 Aon shares in Q2 2026, an estimated $297K.
Ducere Wealth Management first reported a position in Aon in Q4 2025 and held it in 2 quarters.
Ducere Wealth Management's Aon position peaked at $432K in Q4 2025.
1,259 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.