Holistic Planning’s Aon AON Stock Holding History

Holistic Planning’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 Q1	$1.06M	Buy	3,291 +842	+34%	+$280K	0.21%	97
2025 Q4	$864K	Buy	+2,449	New	+$855K	0.18%	106

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Holistic Planning's AON Position: Q1 2026 in Review

Holistic Planning increased its Aon (AON) stake by 34% in Q1 2026, buying an estimated $280K and bringing the position to 3,291 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #97.

Holistic Planning first reported a position in AON in Q4 2025 and has held it in 2 quarters since. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

Holistic Planning held 3,291 shares of Aon worth $1.06M as of Q1 2026.
Holistic Planning bought 842 Aon shares in Q1 2026, an estimated $280K.
Aon made up 0.21% of Holistic Planning's portfolio in Q1 2026, its #97 holding.
Holistic Planning first reported a position in Aon in Q4 2025 and has held it in 2 quarters since.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.