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Medallion Wealth Advisors’s Aon AON Stock Holding History

Medallion 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 		$33.2K Hold
100
– – 0.01% 547
2026
Q1 		$32.3K Hold
100
– – 0.01% 558
2025
Q4 		$35.3K Hold
100
– – 0.01% 525
2025
Q3 		$35.7K Hold
100
– – 0.01% 525
2025
Q2 		$35.7K Hold
100
– – 0.01% 520
2025
Q1 		$39.9K Hold
100
– – 0.02% 459
2024
Q4 		$35.9K Buy
+100
New +$36.8K 0.02% 461

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

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

Medallion Wealth Advisors held its Aon (AON) position steady in Q2 2026 at 100 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #547.

Medallion Wealth Advisors first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.9K in Q1 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Medallion Wealth Advisors held 100 shares of Aon worth $33.2K as of Q2 2026.
  • Medallion Wealth Advisors left its Aon share count unchanged in Q2 2026.
  • Aon made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #547 holding.
  • Medallion Wealth Advisors first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Aon position peaked at $39.9K in Q1 2025.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.