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Legacy Wealth Asset Management’s Aon AON Stock Holding History

Legacy Wealth Asset 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 		$2.5M Buy
7,524
+54
+0.7% +$17.4K 0.55% 38
2026
Q1 		$2.41M Buy
7,470
+1,050
+16% +$349K 0.59% 29
2025
Q4 		$2.27M Sell
6,420
-579
-8% -$202K 0.56% 31
2025
Q3 		$2.5M Buy
6,999
+3,757
+116% +$1.36M 0.61% 21
2025
Q2 		$1.16M Buy
3,242
+33
+1% +$12K 0.29% 88
2025
Q1 		$1.28M Sell
3,209
-34
-1% -$13K 0.35% 78
2024
Q4 		$1.16M Sell
3,243
-32
-1% -$11.8K 0.32% 83
2024
Q3 		$1.13M Buy
3,275
+24
+0.7% +$7.85K 0.3% 92
2024
Q2 		$954K Buy
3,251
+136
+4% +$40.2K 0.27% 98
2024
Q1 		$1.04M Buy
3,115
+42
+1% +$13K 0.29% 95
2023
Q4 		$894K Buy
3,073
+29
+1% +$9.28K 0.29% 100
2023
Q3 		$987K Sell
3,044
-5,194
-63% -$1.72M 0.36% 88
2023
Q2 		$2.84M Sell
8,238
-19
-0.2% -$6.17K 0.99% 11
2023
Q1 		$2.6M Buy
8,257
+37
+0.5% +$11.5K 0.94% 11
2022
Q4 		$2.47M Buy
8,220
+5,609
+215% +$1.64M 0.94% 10
2022
Q3 		$699K Sell
2,611
-1,811
-41% -$512K 0.31% 109
2022
Q2 		$1.19M Buy
4,422
+780
+21% +$224K 0.48% 51
2022
Q1 		$1.19M Buy
3,642
+905
+33% +$263K 0.42% 66
2021
Q4 		$823K Buy
2,737
+701
+34% +$210K 0.28% 144
2021
Q3 		$582K Sell
2,036
-34
-2% -$9.13K 0.27% 148
2021
Q2 		$494K Sell
2,070
-77
-4% -$18.8K 0.22% 172
2021
Q1 		$494K Sell
2,147
-11
-0.5% -$2.42K 0.23% 172
2020
Q4 		$456K Buy
+2,158
New +$441K 0.23% 168

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

Legacy Wealth Asset Management's AON Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Aon (AON) stake by 0.72% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,524 shares worth $2.5M. The position accounts for 0.55% of the portfolio, ranked #38.

Legacy Wealth Asset Management first reported a position in AON in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.84M in Q2 2023. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Legacy Wealth Asset Management held 7,524 shares of Aon worth $2.5M as of Q2 2026.
  • Legacy Wealth Asset Management bought 54 Aon shares in Q2 2026, an estimated $17.4K.
  • Aon made up 0.55% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #38 holding.
  • Legacy Wealth Asset Management first reported a position in Aon in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Aon position peaked at $2.84M in Q2 2023.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.