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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
Q2 		$4.75M Buy
14,315
+1,208
+9% +$390K 0.03% 501
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 $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

Integrated Wealth Concepts's AON Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Aon (AON) stake by 9.2% in Q2 2026, buying an estimated $390K and bringing the position to 14,315 shares worth $4.75M. The position accounts for 0.03% of the portfolio, ranked #501.

Integrated Wealth Concepts first reported a position in AON in Q1 2021 and has held it in 22 quarters since. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Integrated Wealth Concepts held 14,315 shares of Aon worth $4.75M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,208 Aon shares in Q2 2026, an estimated $390K.
  • Aon made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #501 holding.
  • Integrated Wealth Concepts first reported a position in Aon in Q1 2021 and has held it in 22 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.