KFG Wealth Management’s Aon AON Stock Holding History

KFG 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 Q1	$516K	Hold	1,600	–	–	0.07%	131
2025 Q4	$565K	Sell	1,600 -1	-0.1%	-$349	0.08%	119
2025 Q3	$571K	Buy	1,601 +1	+0.1%	+$362	0.08%	113
2025 Q2	$571K	Buy	1,600 +6	+0.4%	+$2.17K	0.09%	117
2025 Q1	$636K	Buy	1,594 +4	+0.3%	+$1.53K	0.12%	102
2024 Q4	$571K	Hold	1,590	–	–	0.11%	96
2024 Q3	$550K	Sell	1,590 -278	-15%	-$91K	0.12%	100
2024 Q2	$548K	Hold	1,868	–	–	0.22%	85
2024 Q1	$623K	Hold	1,868	–	–	0.26%	73
2023 Q4	$544K	Hold	1,868	–	–	0.25%	70
2023 Q3	$606K	Hold	1,868	–	–	0.33%	58
2023 Q2	$645K	Sell	1,868 -400	-18%	-$130K	0.38%	46
2023 Q1	$737K	Hold	2,268	–	–	0.51%	33
2022 Q4	$681K	Buy	+2,268	New	+$663K	0.7%	28

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

KFG Wealth Management's AON Position: Q1 2026 in Review

KFG Wealth Management held its Aon (AON) position steady in Q1 2026 at 1,600 shares worth $516K. The position accounts for 0.07% of the portfolio, ranked #131.

KFG Wealth Management first reported a position in AON in Q4 2022 and has held it in 14 quarters since. The position peaked at $737K in Q1 2023. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

KFG Wealth Management held 1,600 shares of Aon worth $516K as of Q1 2026.
KFG Wealth Management left its Aon share count unchanged in Q1 2026.
Aon made up 0.07% of KFG Wealth Management's portfolio in Q1 2026, its #131 holding.
KFG Wealth Management first reported a position in Aon in Q4 2022 and has held it in 14 quarters since.
KFG Wealth Management's Aon position peaked at $737K in Q1 2023.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.