Laurel Oak Wealth Management’s Aon AON Stock Holding History

Laurel Oak 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 Q2	–	Sell	-737	Closed	-$238K	–	384
2026 Q1	$238K	Hold	737	–	–	0.04%	310
2025 Q4	$260K	Buy	+737	New	+$257K	0.04%	291

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

Laurel Oak Wealth Management's AON Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of Aon (AON) in Q2 2026, closing a stake of 737 shares — an estimated $238K sold.

Laurel Oak Wealth Management first reported a position in AON in Q4 2025 and held it in 2 quarters. The position peaked at $260K in Q4 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Laurel Oak Wealth Management reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
Laurel Oak Wealth Management sold 737 Aon shares in Q2 2026, an estimated $238K.
Laurel Oak Wealth Management first reported a position in Aon in Q4 2025 and held it in 2 quarters.
Laurel Oak Wealth Management's Aon position peaked at $260K in Q4 2025.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.