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 Q2	$1.1M	Buy	3,320 +29	+0.9%	+$9.36K	0.17%	121
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 $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

Holistic Planning's AON Position: Q2 2026 in Review

Holistic Planning increased its Aon (AON) stake by 0.88% in Q2 2026, buying an estimated $9.36K and bringing the position to 3,320 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #121.

Holistic Planning first reported a position in AON in Q4 2025 and has held it in 3 quarters since. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Holistic Planning held 3,320 shares of Aon worth $1.1M as of Q2 2026.
Holistic Planning bought 29 Aon shares in Q2 2026, an estimated $9.36K.
Aon made up 0.17% of Holistic Planning's portfolio in Q2 2026, its #121 holding.
Holistic Planning first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.