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Journey Retirement Planning & Investment Management’s Aon AON Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-1,948
Closed -$687K – 141
2025
Q4 		$687K Buy
+1,948
New +$680K 0.14% 129

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Journey Retirement Planning & Investment Management's AON Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Aon (AON) in Q1 2026, closing a stake of 1,948 shares — an estimated $687K sold.

Journey Retirement Planning & Investment Management first reported a position in AON in Q4 2025 and held it in 1 quarter. The position peaked at $687K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Aon position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,948 Aon shares in Q1 2026, an estimated $687K.
  • Journey Retirement Planning & Investment Management first reported a position in Aon in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Aon position peaked at $687K in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.