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Evolve Private Wealth’s Aon AON Stock Holding History

Evolve Private Wealth’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 		$1.12M Sell
3,389
-195
-5% -$62.9K 0.07% 255
2026
Q1 		$1.16M Sell
3,584
-596
-14% -$198K 0.06% 298
2025
Q4 		$1.48M Buy
+4,180
New +$1.46M 0.09% 210

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's AON Position: Q2 2026 in Review

Evolve Private Wealth reduced its Aon (AON) stake by 5.4% in Q2 2026, selling an estimated $62.9K and leaving 3,389 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #255.

Evolve Private Wealth first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q4 2025. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Evolve Private Wealth held 3,389 shares of Aon worth $1.12M as of Q2 2026.
  • Evolve Private Wealth sold 195 Aon shares in Q2 2026, an estimated $62.9K.
  • Aon made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #255 holding.
  • Evolve Private Wealth first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Aon position peaked at $1.48M in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.