Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Aon AON Stock Holding History

Envestnet Portfolio Solutions’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 		$475K Sell
1,433
-101
-7% -$32.6K ﹤0.01% 1011
2026
Q1 		$495K Sell
1,534
-120
-7% -$39.9K ﹤0.01% 911
2025
Q4 		$584K Sell
1,654
-80
-5% -$27.9K ﹤0.01% 989
2025
Q3 		$618K Sell
1,734
-84
-5% -$30.4K ﹤0.01% 944
2025
Q2 		$649K Sell
1,818
-712
-28% -$258K ﹤0.01% 978
2025
Q1 		$1.01M Sell
2,530
-6,134
-71% -$2.35M ﹤0.01% 788
2024
Q4 		$3.11M Sell
8,664
-1,159
-12% -$426K 0.01% 525
2024
Q3 		$3.4M Sell
9,823
-176
-2% -$57.6K 0.01% 502
2024
Q2 		$2.94M Sell
9,999
-1,725
-15% -$510K 0.01% 525
2024
Q1 		$3.91M Buy
11,724
+234
+2% +$72.5K 0.01% 444
2023
Q4 		$3.34M Sell
11,490
-1,685
-13% -$539K 0.01% 442
2023
Q3 		$4.27M Buy
+13,175
New +$4.36M 0.02% 352

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

Envestnet Portfolio Solutions's AON Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Aon (AON) stake by 6.6% in Q2 2026, selling an estimated $32.6K and leaving 1,433 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Envestnet Portfolio Solutions first reported a position in AON in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.27M in Q3 2023. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,433 shares of Aon worth $475K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 101 Aon shares in Q2 2026, an estimated $32.6K.
  • Aon made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1011 holding.
  • Envestnet Portfolio Solutions first reported a position in Aon in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Aon position peaked at $4.27M in Q3 2023.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.