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Lodestone Wealth Management’s Aon AON Stock Holding History

Lodestone 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 		$13.6K Hold
41
– – ﹤0.01% 478
2026
Q1 		$13.2K Hold
41
– – 0.01% 472
2025
Q4 		$14.5K Buy
+41
New +$14.3K 0.01% 455

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

Lodestone Wealth Management's AON Position: Q2 2026 in Review

Lodestone Wealth Management held its Aon (AON) position steady in Q2 2026 at 41 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Lodestone Wealth Management first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.5K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Lodestone Wealth Management held 41 shares of Aon worth $13.6K as of Q2 2026.
  • Lodestone Wealth Management left its Aon share count unchanged in Q2 2026.
  • Aon made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Lodestone Wealth Management first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Aon position peaked at $14.5K in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.