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Heritage Family Offices’s Aon AON Stock Holding History

Heritage Family Offices’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 		$212K Sell
640
-525
-45% -$169K 0.08% 214
2026
Q1 		$376K Sell
1,165
-880
-43% -$292K 0.17% 120
2025
Q4 		$722K Sell
2,045
-263
-11% -$91.8K 0.33% 73
2025
Q3 		$823K Buy
2,308
+35
+2% +$12.7K 0.38% 63
2025
Q2 		$897K Hold
2,273
– – 0.45% 55
2025
Q1 		$907K Sell
2,273
-678
-23% -$260K 0.46% 54
2024
Q4 		$1.06M Buy
2,951
+423
+17% +$156K 0.53% 41
2024
Q3 		$875K Buy
2,528
+47
+2% +$15.4K 0.45% 49
2024
Q2 		$728K Buy
+2,481
New +$734K 0.4% 56

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

Heritage Family Offices's AON Position: Q2 2026 in Review

Heritage Family Offices reduced its Aon (AON) stake by 45% in Q2 2026, selling an estimated $169K and leaving 640 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #214.

Heritage Family Offices first reported a position in AON in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2024. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Heritage Family Offices held 640 shares of Aon worth $212K as of Q2 2026.
  • Heritage Family Offices sold 525 Aon shares in Q2 2026, an estimated $169K.
  • Aon made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #214 holding.
  • Heritage Family Offices first reported a position in Aon in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's Aon position peaked at $1.06M in Q4 2024.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.