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Inspirion Wealth Advisors’s Aon AON Stock Holding History

Inspirion 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 		$311K Sell
904
-5
-0.6% -$1.61K 0.04% 138
2026
Q1 		$293K Hold
909
– – 0.04% 131
2025
Q4 		$321K Sell
909
-318
-26% -$111K 0.04% 133
2025
Q3 		$425K Buy
1,227
+200
+19% +$72.3K 0.06% 105
2025
Q2 		$366K Sell
1,027
-100
-9% -$36.2K 0.05% 113
2025
Q1 		$450K Sell
1,127
-100
-8% -$38.3K 0.06% 101
2024
Q4 		$428K Hold
1,227
– – 0.06% 104
2024
Q3 		$425K Hold
1,227
– – 0.06% 105
2024
Q2 		$360K Sell
1,227
-193
-14% -$57.1K 0.06% 105
2024
Q1 		$474K Hold
1,420
– – 0.08% 92
2023
Q4 		$409K Buy
+1,420
New +$455K 0.07% 94

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

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

Inspirion Wealth Advisors reduced its Aon (AON) stake by 0.55% in Q2 2026, selling an estimated $1.61K and leaving 904 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #138.

Inspirion Wealth Advisors first reported a position in AON in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q1 2024. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Inspirion Wealth Advisors held 904 shares of Aon worth $311K as of Q2 2026.
  • Inspirion Wealth Advisors sold 5 Aon shares in Q2 2026, an estimated $1.61K.
  • Aon made up 0.04% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Inspirion Wealth Advisors first reported a position in Aon in Q4 2023 and has held it in 11 quarters since.
  • Inspirion Wealth Advisors's Aon position peaked at $474K in Q1 2024.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.