Measured Wealth Private Client Group’s Aon AON Stock Holding History

Measured Wealth Private Client Group’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	$34.2K	Hold	103	–	–	0.01%	385
2026 Q1	$33.2K	Hold	103	–	–	0.01%	358
2025 Q4	$36.3K	Hold	103	–	–	0.01%	355
2025 Q3	$36.7K	Buy	+103	New	+$37.3K	0.01%	341
2021 Q3	–	Sell	-1,481	Closed	-$354K	–	155
2021 Q2	$354K	Buy	1,481 +420	+40%	+$103K	0.11%	118
2021 Q1	$244K	Buy	+1,061	New	+$234K	0.09%	134

Other funds holding AON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Measured Wealth Private Client Group's AON Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Aon (AON) position steady in Q2 2026 at 103 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #385.

Measured Wealth Private Client Group first reported a position in AON in Q1 2021 and has held it in 6 quarters since. The position peaked at $354K in Q2 2021. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Measured Wealth Private Client Group held 103 shares of Aon worth $34.2K as of Q2 2026.
Measured Wealth Private Client Group left its Aon share count unchanged in Q2 2026.
Aon made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #385 holding.
Measured Wealth Private Client Group first reported a position in Aon in Q1 2021 and has held it in 6 quarters since.
Measured Wealth Private Client Group's Aon position peaked at $354K in Q2 2021.
1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.