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GeoWealth Management’s Aon AON Stock Holding History

GeoWealth 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 		$927K Sell
2,795
-123
-4% -$39.7K 0.03% 343
2026
Q1 		$942K Buy
+2,918
New +$970K 0.03% 306
2025
Q3 		– Sell
-536
Closed -$191K – 785
2025
Q2 		$191K Sell
536
-20
-4% -$7.25K 0.01% 669
2025
Q1 		$222K Sell
556
-410
-42% -$157K 0.01% 633
2024
Q4 		$347K Sell
966
-84
-8% -$30.9K 0.01% 578
2024
Q3 		$363K Sell
1,050
-69
-6% -$22.6K 0.01% 551
2024
Q2 		$329K Buy
1,119
+47
+4% +$13.9K 0.01% 553
2024
Q1 		$358K Buy
+1,072
New +$332K 0.01% 523
2021
Q3 		– Sell
-271
Closed -$65K – 393
2021
Q2 		$65K Buy
+271
New +$66.2K 0.01% 240

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

GeoWealth Management's AON Position: Q2 2026 in Review

GeoWealth Management reduced its Aon (AON) stake by 4.2% in Q2 2026, selling an estimated $39.7K and leaving 2,795 shares worth $927K. The position accounts for 0.03% of the portfolio, ranked #343.

GeoWealth Management first reported a position in AON in Q2 2021 and has held it in 9 quarters since. The position peaked at $942K in Q1 2026. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • GeoWealth Management held 2,795 shares of Aon worth $927K as of Q2 2026.
  • GeoWealth Management sold 123 Aon shares in Q2 2026, an estimated $39.7K.
  • Aon made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #343 holding.
  • GeoWealth Management first reported a position in Aon in Q2 2021 and has held it in 9 quarters since.
  • GeoWealth Management's Aon position peaked at $942K in Q1 2026.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.