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HHM Wealth Advisors’s Aon AON Stock Holding History

HHM Wealth Advisors’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 		$24.6K Hold
74
– – ﹤0.01% 495
2026
Q1 		$23.9K Hold
74
– – ﹤0.01% 477
2025
Q4 		$26.1K Hold
74
– – ﹤0.01% 457
2025
Q3 		$26.4K Sell
74
-8
-10% -$2.89K ﹤0.01% 467
2025
Q2 		$29.3K Hold
82
– – ﹤0.01% 451
2025
Q1 		$32.7K Buy
82
+29
+55% +$11.1K ﹤0.01% 430
2024
Q4 		$19K Buy
53
+8
+18% +$2.94K ﹤0.01% 505
2024
Q3 		$15.6K Buy
45
+12
+36% +$3.93K ﹤0.01% 502
2024
Q2 		$9.69K Hold
33
– – ﹤0.01% 549
2024
Q1 		$11K Hold
33
– – ﹤0.01% 503
2023
Q4 		$9.6K Hold
33
– – ﹤0.01% 522
2023
Q3 		$10.7K Hold
33
– – ﹤0.01% 493
2023
Q2 		$11.4K Hold
33
– – ﹤0.01% 509
2023
Q1 		$10.4K Buy
+33
New +$10.2K ﹤0.01% 515
2022
Q3 		– Sell
-20
Closed -$5K – 650
2022
Q2 		$5K Buy
+20
New +$5.75K ﹤0.01% 628

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

HHM Wealth Advisors's AON Position: Q2 2026 in Review

HHM Wealth Advisors held its Aon (AON) position steady in Q2 2026 at 74 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

HHM Wealth Advisors first reported a position in AON in Q2 2022 and has held it in 15 quarters since. The position peaked at $32.7K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • HHM Wealth Advisors held 74 shares of Aon worth $24.6K as of Q2 2026.
  • HHM Wealth Advisors left its Aon share count unchanged in Q2 2026.
  • Aon made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #495 holding.
  • HHM Wealth Advisors first reported a position in Aon in Q2 2022 and has held it in 15 quarters since.
  • HHM Wealth Advisors's Aon position peaked at $32.7K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.