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Focused Wealth Management’s Aon AON Stock Holding History

Focused 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 		$442K Buy
1,332
+88
+7% +$28.4K 0.04% 147
2026
Q1 		$402K Buy
1,244
+5
+0.4% +$1.66K 0.04% 129
2025
Q4 		$437K Buy
1,239
+25
+2% +$8.73K 0.05% 118
2025
Q3 		$433K Hold
1,214
– – 0.05% 119
2025
Q2 		$433K Hold
1,214
– – 0.05% 108
2025
Q1 		$484K Hold
1,214
– – 0.07% 89
2024
Q4 		$436K Sell
1,214
-24
-2% -$8.82K 0.06% 94
2024
Q3 		$428K Hold
1,238
– – 0.06% 118
2024
Q2 		$363K Buy
+1,238
New +$366K 0.05% 118
2024
Q1 		– Sell
-24
Closed -$6.98K – 246
2023
Q4 		$6.98K Buy
+24
New +$7.68K ﹤0.01% 611

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

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

Focused Wealth Management increased its Aon (AON) stake by 7.1% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,332 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #147.

Focused Wealth Management first reported a position in AON in Q4 2023 and has held it in 10 quarters since. The position peaked at $484K in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Focused Wealth Management held 1,332 shares of Aon worth $442K as of Q2 2026.
  • Focused Wealth Management bought 88 Aon shares in Q2 2026, an estimated $28.4K.
  • Aon made up 0.04% of Focused Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Focused Wealth Management first reported a position in Aon in Q4 2023 and has held it in 10 quarters since.
  • Focused Wealth Management's Aon position peaked at $484K in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.