Intentional Wealth Strategies’s Aon AON Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-3	Closed	-$968	–	116
2026 Q1	$968	Buy	+3	New	+$997	﹤0.01%	764

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intentional Wealth Strategies's AON Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Aon (AON) in Q2 2026, closing a stake of 3 shares — an estimated $968 sold.

Intentional Wealth Strategies first reported a position in AON in Q1 2026 and held it in 1 quarter. The position peaked at $968 in Q1 2026. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Intentional Wealth Strategies reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 3 Aon shares in Q2 2026, an estimated $968.
Intentional Wealth Strategies first reported a position in Aon in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Aon position peaked at $968 in Q1 2026.
1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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