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Institute for Wealth Management’s Aon AON Stock Holding History

Institute for Wealth Management’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 		$60.4K Buy
+182
New +$58.7K 0.01% 823
2023
Q1 		– Sell
-703
Closed -$211K – 451
2022
Q4 		$211K Buy
+703
New +$205K 0.04% 416
2022
Q2 		– Sell
-662
Closed -$216K – 533
2022
Q1 		$216K Buy
+662
New +$193K 0.03% 497

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

Institute for Wealth Management's AON Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Aon (AON) in Q2 2026: 182 shares worth $60.4K. The stake represents 0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in AON as recently as Q4 2022.

Institute for Wealth Management first reported a position in AON in Q1 2022 and has held it in 3 quarters since. The position peaked at $216K in Q1 2022. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Institute for Wealth Management held 182 shares of Aon worth $60.4K as of Q2 2026.
  • Aon was a new Institute for Wealth Management position in Q2 2026.
  • Aon made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #823 holding.
  • Institute for Wealth Management first reported a position in Aon in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's Aon position peaked at $216K in Q1 2022.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.