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Marks Group Wealth Management’s Aon AON Stock Holding History

Marks Group 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 		$2.33M Sell
7,039
-5,889
-46% -$1.9M 0.2% 120
2026
Q1 		$4.17M Sell
12,928
-6,746
-34% -$2.24M 0.4% 89
2025
Q4 		$6.94M Sell
19,674
-5,097
-21% -$1.78M 0.66% 54
2025
Q3 		$8.83M Sell
24,771
-859
-3% -$311K 0.82% 39
2025
Q2 		$9.14M Buy
25,630
+290
+1% +$105K 0.85% 39
2025
Q1 		$10.1M Buy
25,340
+493
+2% +$189K 0.97% 16
2024
Q4 		$8.92M Buy
24,847
+319
+1% +$117K 0.88% 36
2024
Q3 		$8.49M Buy
24,528
+992
+4% +$325K 0.81% 54
2024
Q2 		$6.91M Buy
23,536
+935
+4% +$276K 0.73% 68
2024
Q1 		$7.54M Buy
22,601
+1,408
+7% +$437K 0.79% 56
2023
Q4 		$6.17M Buy
21,193
+293
+1% +$93.8K 0.7% 68
2023
Q3 		$6.78M Sell
20,900
-154
-0.7% -$51K 0.84% 41
2023
Q2 		$7.27M Sell
21,054
-146
-0.7% -$47.4K 0.86% 41
2023
Q1 		$6.68M Buy
21,200
+3,979
+23% +$1.23M 0.85% 41
2022
Q4 		$5.17M Sell
17,221
-67
-0.4% -$19.6K 0.71% 64
2022
Q3 		$4.63M Sell
17,288
-9,925
-36% -$2.81M 0.7% 63
2022
Q2 		$7.34M Sell
27,213
-22,112
-45% -$6.36M 1.06% 11
2022
Q1 		$16.1M Buy
49,325
+3,904
+9% +$1.14M 2.02% 2
2021
Q4 		$13.7M Sell
45,421
-1,498
-3% -$449K 1.67% 5
2021
Q3 		$13.4M Buy
46,919
+22,681
+94% +$6.09M 1.81% 4
2021
Q2 		$5.79M Sell
24,238
-26,868
-53% -$6.57M 0.8% 44
2021
Q1 		$11.8M Buy
51,106
+1,879
+4% +$414K 1.75% 3
2020
Q4 		$10.4M Buy
49,227
+2,350
+5% +$480K 1.62% 5
2020
Q3 		$9.67M Buy
46,877
+2,771
+6% +$553K 1.75% 3
2020
Q2 		$8.5M Buy
44,106
+10,233
+30% +$1.91M 1.73% 2
2020
Q1 		$5.53M Sell
33,873
-879
-3% -$180K 1.43% 2
2019
Q4 		$7.24M Buy
+34,752
New +$6.88M 1.42% 2

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

Marks Group Wealth Management's AON Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Aon (AON) stake by 46% in Q2 2026, selling an estimated $1.9M and leaving 7,039 shares worth $2.33M. The position accounts for 0.2% of the portfolio, ranked #120.

Marks Group Wealth Management first reported a position in AON in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.1M in Q1 2022. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Marks Group Wealth Management held 7,039 shares of Aon worth $2.33M as of Q2 2026.
  • Marks Group Wealth Management sold 5,889 Aon shares in Q2 2026, an estimated $1.9M.
  • Aon made up 0.2% of Marks Group Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Marks Group Wealth Management first reported a position in Aon in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Aon position peaked at $16.1M in Q1 2022.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.