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LifeGoal Wealth Advisors’s Aon AON Stock Holding History

LifeGoal Wealth Advisors’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 		$295K Buy
+890
New +$287K 0.14% 98

Other funds holding AON

CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LifeGoal Wealth Advisors's AON Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Aon (AON) in Q2 2026: 890 shares worth $295K. The stake represents 0.14% of the portfolio and ranks #98 among its holdings.

499 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • LifeGoal Wealth Advisors held 890 shares of Aon worth $295K as of Q2 2026.
  • Aon was a new LifeGoal Wealth Advisors position in Q2 2026.
  • Aon made up 0.14% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • 499 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.