IWA
AON icon

Icon Wealth Advisors’s Aon AON Stock Holding History

Icon 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 		– Sell
-905
Closed -$292K – 421
2026
Q1 		$292K Sell
905
-3,471
-79% -$1.15M 0.02% 324
2025
Q4 		$1.54M Sell
4,376
-2,389
-35% -$834K 0.1% 132
2025
Q3 		$2.41M Sell
6,765
-1,446
-18% -$523K 0.16% 96
2025
Q2 		$2.93M Sell
8,211
-49
-0.6% -$17.8K 0.21% 82
2025
Q1 		$3.3M Buy
8,260
+7,837
+1,853% +$3M 0.27% 69
2024
Q4 		$152K Hold
423
– – 0.01% 427
2024
Q3 		$146K Sell
423
-1
-0.2% -$327 0.01% 412
2024
Q2 		$139K Hold
424
– – 0.01% 381
2024
Q1 		$142K Sell
424
-1,026
-71% -$318K 0.01% 401
2023
Q4 		$422K Buy
+1,450
New +$464K 0.04% 215
2022
Q4 		– Sell
-443
Closed -$119K – 330
2022
Q3 		$119K Buy
+443
New +$125K 0.01% 371

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

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

Icon Wealth Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 905 shares — an estimated $292K sold.

Icon Wealth Advisors first reported a position in AON in Q3 2022 and held it in 11 quarters. The position peaked at $3.3M in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Icon Wealth Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 905 Aon shares in Q2 2026, an estimated $292K.
  • Icon Wealth Advisors first reported a position in Aon in Q3 2022 and held it in 11 quarters.
  • Icon Wealth Advisors's Aon position peaked at $3.3M in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.