Global Wealth Management Investment Advisory’s Aon AON Stock Holding History

Global Wealth Management Investment Advisory’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	$251K	Sell	758 -2	-0.3%	-$645	0.04%	146
2026 Q1	$245K	Buy	760 +3	+0.4%	+$997	0.04%	138
2025 Q4	$267K	Hold	757	–	–	0.04%	134
2025 Q3	$270K	Hold	757	–	–	0.05%	137
2025 Q2	$270K	Hold	757	–	–	0.05%	130
2025 Q1	$302K	Hold	757	–	–	0.06%	122
2024 Q4	$272K	Hold	757	–	–	0.06%	127
2024 Q3	$262K	Hold	757	–	–	0.06%	126
2024 Q2	$222K	Buy	757 +150	+25%	+$44.4K	0.05%	128
2024 Q1	$203K	Hold	607	–	–	0.05%	130
2023 Q4	$177K	Hold	607	–	–	0.05%	132
2023 Q3	$197K	Hold	607	–	–	0.06%	133
2023 Q2	$210K	Buy	+607	New	+$197K	0.06%	135
2022 Q3	–	Sell	-607	Closed	-$164K	–	154
2022 Q2	$164K	Hold	607	–	–	0.06%	139
2022 Q1	$198K	Hold	607	–	–	0.06%	140
2021 Q4	$182K	Hold	607	–	–	0.05%	142
2021 Q3	$173K	Hold	607	–	–	0.05%	144
2021 Q2	$145K	Hold	607	–	–	0.05%	150
2021 Q1	$140K	Hold	607	–	–	0.05%	135
2020 Q4	$128K	Hold	607	–	–	0.05%	129
2020 Q3	$125K	Hold	607	–	–	0.05%	121
2020 Q2	$117K	Hold	607	–	–	0.05%	140
2020 Q1	$100K	Hold	607	–	–	0.05%	137
2019 Q4	$126K	Sell	607 -5	-0.8%	-$990	0.05%	129
2019 Q3	$118K	Hold	612	–	–	0.05%	123
2019 Q2	$118K	Buy	612 +607	+12,140%	+$110K	0.06%	123
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	589
2018 Q4	$1K	Buy	+5	New	+$777	﹤0.01%	618

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

Global Wealth Management Investment Advisory's AON Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Aon (AON) stake by 0.26% in Q2 2026, selling an estimated $645 and leaving 758 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #146.

Global Wealth Management Investment Advisory first reported a position in AON in Q4 2018 and has held it in 28 quarters since. The position peaked at $302K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Global Wealth Management Investment Advisory held 758 shares of Aon worth $251K as of Q2 2026.
Global Wealth Management Investment Advisory sold 2 Aon shares in Q2 2026, an estimated $645.
Aon made up 0.04% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #146 holding.
Global Wealth Management Investment Advisory first reported a position in Aon in Q4 2018 and has held it in 28 quarters since.
Global Wealth Management Investment Advisory's Aon position peaked at $302K in Q1 2025.
1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.