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Independent Advisor Alliance’s Aon AON Stock Holding History

Independent Advisor Alliance’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 		$448K Buy
1,352
+318
+31% +$103K 0.01% 704
2026
Q1 		$334K Sell
1,034
-454
-31% -$151K ﹤0.01% 1279
2025
Q4 		$525K Buy
1,488
+10
+0.7% +$3.49K 0.01% 636
2025
Q3 		$527K Buy
1,478
+64
+5% +$23.2K 0.01% 606
2025
Q2 		$504K Buy
1,414
+14
+1% +$5.07K 0.01% 585
2025
Q1 		$559K Buy
1,400
+22
+2% +$8.44K 0.02% 501
2024
Q4 		$495K Buy
1,378
+513
+59% +$189K 0.01% 964
2024
Q3 		$299K Sell
865
-9
-1% -$2.94K 0.01% 566
2024
Q2 		$257K Buy
874
+194
+29% +$57.4K 0.01% 609
2024
Q1 		$227K Sell
680
-78
-10% -$24.2K 0.01% 633
2023
Q4 		$221K Sell
758
-78
-9% -$25K 0.01% 623
2023
Q3 		$271K Buy
836
+46
+6% +$15.2K 0.01% 535
2023
Q2 		$273K Sell
790
-608
-43% -$197K 0.01% 545
2023
Q1 		$441K Buy
+1,398
New +$433K 0.02% 444
2022
Q4 		– Sell
-992
Closed -$266K – 434
2022
Q3 		$266K Buy
992
+14
+1% +$3.96K 0.02% 510
2022
Q2 		$264K Sell
978
-56
-5% -$16.1K 0.01% 508
2022
Q1 		$337K Hold
1,034
– – 0.02% 485
2021
Q4 		$311K Buy
1,034
+265
+34% +$79.4K 0.02% 510
2021
Q3 		$220K Buy
+769
New +$207K 0.01% 570
2020
Q4 		– Sell
-980
Closed -$202K – 582
2020
Q3 		$202K Buy
+980
New +$196K 0.02% 454

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's AON Position: Q2 2026 in Review

Independent Advisor Alliance increased its Aon (AON) stake by 31% in Q2 2026, buying an estimated $103K and bringing the position to 1,352 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #704.

Independent Advisor Alliance first reported a position in AON in Q3 2020 and has held it in 20 quarters since. The position peaked at $559K in Q1 2025. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Independent Advisor Alliance held 1,352 shares of Aon worth $448K as of Q2 2026.
  • Independent Advisor Alliance bought 318 Aon shares in Q2 2026, an estimated $103K.
  • Aon made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #704 holding.
  • Independent Advisor Alliance first reported a position in Aon in Q3 2020 and has held it in 20 quarters since.
  • Independent Advisor Alliance's Aon position peaked at $559K in Q1 2025.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.