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MBL Wealth’s Aon AON Stock Holding History

MBL Wealth’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 		$717K Sell
2,163
-53
-2% -$17.1K 0.05% 171
2026
Q1 		$715K Buy
2,216
+631
+40% +$210K 0.05% 154
2025
Q4 		$559K Buy
1,585
+3
+0.2% +$1.05K 0.04% 169
2025
Q3 		$564K Buy
1,582
+168
+12% +$60.8K 0.05% 145
2025
Q2 		$504K Sell
1,414
-89
-6% -$32.2K 0.05% 141
2025
Q1 		$600K Buy
1,503
+31
+2% +$11.9K 0.06% 123
2024
Q4 		$529K Hold
1,472
– – 0.05% 135
2024
Q3 		$509K Buy
1,472
+15
+1% +$4.91K 0.05% 135
2024
Q2 		$428K Buy
+1,457
New +$431K 0.05% 137

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

MBL Wealth's AON Position: Q2 2026 in Review

MBL Wealth reduced its Aon (AON) stake by 2.4% in Q2 2026, selling an estimated $17.1K and leaving 2,163 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #171.

MBL Wealth first reported a position in AON in Q2 2024 and has held it in 9 quarters since. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • MBL Wealth held 2,163 shares of Aon worth $717K as of Q2 2026.
  • MBL Wealth sold 53 Aon shares in Q2 2026, an estimated $17.1K.
  • Aon made up 0.05% of MBL Wealth's portfolio in Q2 2026, its #171 holding.
  • MBL Wealth first reported a position in Aon in Q2 2024 and has held it in 9 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.