Dynasty Wealth Management’s Aon AON Stock Holding History

Dynasty 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	$1.41M	Buy	4,262 +278	+7%	+$89.7K	0.01%	159
2026 Q1	$1.29M	Buy	3,984 +148	+4%	+$49.2K	0.01%	157
2025 Q4	$1.35M	Sell	3,836 -161	-4%	-$56.2K	0.01%	161
2025 Q3	$1.43M	Sell	3,997 -604	-13%	-$218K	0.02%	141
2025 Q2	$1.64M	Buy	4,601 +373	+9%	+$135K	0.03%	100
2025 Q1	$1.69M	Buy	4,228 +185	+5%	+$70.9K	0.03%	106
2024 Q4	$1.45M	Buy	4,043 +334	+9%	+$123K	0.03%	118
2024 Q3	$1.28M	Buy	3,709 +2,066	+126%	+$676K	0.04%	116
2024 Q2	$482K	Buy	1,643 +6	+0.4%	+$1.77K	0.01%	191
2024 Q1	$546K	Buy	+1,637	New	+$508K	0.02%	183

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

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

Dynasty Wealth Management increased its Aon (AON) stake by 7% in Q2 2026, buying an estimated $89.7K and bringing the position to 4,262 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #159.

Dynasty Wealth Management first reported a position in AON in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.69M in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Dynasty Wealth Management held 4,262 shares of Aon worth $1.41M as of Q2 2026.
Dynasty Wealth Management bought 278 Aon shares in Q2 2026, an estimated $89.7K.
Aon made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #159 holding.
Dynasty Wealth Management first reported a position in Aon in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's Aon position peaked at $1.69M in Q1 2025.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.