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Integrated Wealth Concepts’s Aon AON Stock Holding History

Integrated Wealth Concepts’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
Q1 		$4.23M Buy
13,107
+9,029
+221% +$3M 0.03% 482
2025
Q4 		$1.44M Sell
4,078
-3,566
-47% -$1.25M 0.02% 629
2025
Q3 		$2.73M Buy
7,644
+893
+13% +$323K 0.02% 567
2025
Q2 		$2.41M Sell
6,751
-1,097
-14% -$397K 0.02% 558
2025
Q1 		$3.13M Buy
7,848
+2,418
+45% +$927K 0.04% 452
2024
Q4 		$1.95M Buy
5,430
+162
+3% +$59.6K 0.02% 562
2024
Q3 		$1.82M Sell
5,268
-680
-11% -$222K 0.02% 574
2024
Q2 		$1.75M Buy
5,948
+314
+6% +$92.8K 0.02% 558
2024
Q1 		$1.88M Sell
5,634
-700
-11% -$217K 0.03% 543
2023
Q4 		$1.84M Buy
6,334
+1,010
+19% +$323K 0.03% 509
2023
Q3 		$1.73M Buy
5,324
+18
+0.3% +$5.96K 0.03% 500
2023
Q2 		$1.83M Buy
5,306
+1,005
+23% +$326K 0.03% 490
2023
Q1 		$1.36M Buy
4,301
+3,361
+358% +$1.04M 0.03% 518
2022
Q4 		$282K Sell
940
-14
-1% -$4.09K 0.01% 838
2022
Q3 		$256K Buy
954
+114
+14% +$32.2K 0.01% 787
2022
Q2 		$227K Sell
840
-12
-1% -$3.45K 0.01% 845
2022
Q1 		$278K Sell
852
-304
-26% -$88.4K 0.01% 771
2021
Q4 		$348K Sell
1,156
-13
-1% -$3.9K 0.01% 713
2021
Q3 		$334K Buy
1,169
+55
+5% +$14.8K 0.01% 698
2021
Q2 		$266K Sell
1,114
-373
-25% -$91.2K 0.01% 692
2021
Q1 		$342K Buy
+1,487
New +$327K 0.01% 555

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Integrated Wealth Concepts's AON Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Aon (AON) stake by 221% in Q1 2026, buying an estimated $3M and bringing the position to 13,107 shares worth $4.23M. The position accounts for 0.03% of the portfolio, ranked #482.

Integrated Wealth Concepts first reported a position in AON in Q1 2021 and has held it in 21 quarters since. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Integrated Wealth Concepts held 13,107 shares of Aon worth $4.23M as of Q1 2026.
  • Integrated Wealth Concepts bought 9,029 Aon shares in Q1 2026, an estimated $3M.
  • Aon made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #482 holding.
  • Integrated Wealth Concepts first reported a position in Aon in Q1 2021 and has held it in 21 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.