Golden State Wealth Management’s Aon AON Stock Holding History

Golden State 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	$540K	Buy	1,628 +227	+16%	+$73.2K	0.05%	269
2026 Q1	$452K	Buy	1,401 +296	+27%	+$98.4K	0.05%	266
2025 Q4	$390K	Buy	1,105 +834	+308%	+$291K	0.04%	291
2025 Q3	$96.6K	Buy	271 +3	+1%	+$1.08K	0.01%	512
2025 Q2	$95.9K	Hold	268	–	–	0.01%	492
2025 Q1	$107K	Hold	268	–	–	0.02%	427
2024 Q4	$96.3K	Buy	+268	New	+$98.5K	0.01%	437
2020 Q2	–	Sell	-84	Closed	-$14K	–	235
2020 Q1	$14K	Buy	+84	New	+$17.2K	0.01%	552
2019 Q4	–	Sell	-84	Closed	-$16K	–	98
2019 Q3	$16K	Hold	84	–	–	0.01%	652
2019 Q2	$16K	Hold	84	–	–	0.01%	655
2019 Q1	$14K	Buy	+84	New	+$13.6K	﹤0.01%	697

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

Golden State Wealth Management's AON Position: Q2 2026 in Review

Golden State Wealth Management increased its Aon (AON) stake by 16% in Q2 2026, buying an estimated $73.2K and bringing the position to 1,628 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #269.

Golden State Wealth Management first reported a position in AON in Q1 2019 and has held it in 11 quarters since. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Golden State Wealth Management held 1,628 shares of Aon worth $540K as of Q2 2026.
Golden State Wealth Management bought 227 Aon shares in Q2 2026, an estimated $73.2K.
Aon made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #269 holding.
Golden State Wealth Management first reported a position in Aon in Q1 2019 and has held it in 11 quarters since.
1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.