HighMark Wealth Management’s Aon AON Stock Holding History

HighMark 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	$1.05K	Sell	3 -4	-57%	-$1.29K	﹤0.01%	499
2026 Q1	$2.3K	Hold	7	–	–	﹤0.01%	447
2025 Q4	$2.51K	Hold	7	–	–	﹤0.01%	471
2025 Q3	$2.54K	Hold	7	–	–	﹤0.01%	471
2025 Q2	$2.53K	Hold	7	–	–	﹤0.01%	469
2025 Q1	$2.83K	Sell	7 -2	-22%	-$767	﹤0.01%	428
2024 Q4	$3.27K	Sell	9 -1	-10%	-$368	﹤0.01%	412
2024 Q3	$3.49K	Hold	10	–	–	﹤0.01%	433
2024 Q2	$2.96K	Hold	10	–	–	﹤0.01%	436
2024 Q1	$3.36K	Hold	10	–	–	﹤0.01%	410
2023 Q4	$2.92K	Sell	10 -1	-9%	-$320	﹤0.01%	432
2023 Q3	$3.58K	Sell	11 -1	-8%	-$331	﹤0.01%	391
2023 Q2	$4.15K	Sell	12 -1	-8%	-$325	﹤0.01%	382
2023 Q1	$4.11K	Sell	13 -1	-7%	-$310	﹤0.01%	429
2022 Q4	$4.21K	Hold	14	–	–	﹤0.01%	359
2022 Q3	$4K	Buy	+14	New	+$3.96K	﹤0.01%	348
2021 Q4	–	Sell	-7	Closed	-$2K	–	491
2021 Q3	$2K	Sell	7 -2	-22%	-$537	﹤0.01%	437
2021 Q2	$2K	Sell	9 -4	-31%	-$978	﹤0.01%	446
2021 Q1	$3K	Sell	13 -7	-35%	-$1.54K	﹤0.01%	381
2020 Q4	$4K	Hold	20	–	–	﹤0.01%	344
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	334
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	323
2020 Q1	$3K	Sell	20 -9	-31%	-$1.84K	﹤0.01%	260
2019 Q4	$6K	Buy	+29	New	+$5.74K	0.01%	266

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

HighMark Wealth Management's AON Position: Q2 2026 in Review

HighMark Wealth Management reduced its Aon (AON) stake by 57% in Q2 2026, selling an estimated $1.29K and leaving 3 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

HighMark Wealth Management first reported a position in AON in Q4 2019 and has held it in 24 quarters since. The position peaked at $6K in Q4 2019. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

HighMark Wealth Management held 3 shares of Aon worth $1.05K as of Q2 2026.
HighMark Wealth Management sold 4 Aon shares in Q2 2026, an estimated $1.29K.
Aon made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #499 holding.
HighMark Wealth Management first reported a position in Aon in Q4 2019 and has held it in 24 quarters since.
HighMark Wealth Management's Aon position peaked at $6K in Q4 2019.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.