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Legacy Wealth Partners (Colorado)’s Aon AON Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$344K Hold
1,037
– – 0.08% 140
2026
Q1 		$335K Hold
1,037
– – 0.08% 135
2025
Q4 		$366K Buy
+1,037
New +$362K 0.09% 116

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 Partners (Colorado)'s AON Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) held its Aon (AON) position steady in Q2 2026 at 1,037 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #140.

Legacy Wealth Partners (Colorado) first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 1,259 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 1,037 shares of Aon worth $344K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.08% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #140 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Aon position peaked at $366K in Q4 2025.
  • 1,259 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.