MWM
AON icon

Modera Wealth Management’s Aon AON Stock Holding History

Modera 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 		$4.33M Sell
13,042
-63
-0.5% -$20.3K 0.05% 200
2026
Q1 		$4.23M Sell
13,105
-160
-1% -$53.2K 0.05% 193
2025
Q4 		$4.68M Buy
13,265
+137
+1% +$47.8K 0.05% 188
2025
Q3 		$4.68M Sell
13,128
-144
-1% -$52.1K 0.05% 187
2025
Q2 		$4.73M Buy
13,272
+714
+6% +$259K 0.06% 188
2025
Q1 		$5.01M Buy
12,558
+253
+2% +$97K 0.07% 178
2024
Q4 		$4.42M Buy
12,305
+509
+4% +$187K 0.05% 187
2024
Q3 		$4.08M Buy
11,796
+9,718
+468% +$3.18M 0.05% 181
2024
Q2 		$610K Sell
2,078
-15
-0.7% -$4.43K 0.01% 362
2024
Q1 		$698K Buy
2,093
+32
+2% +$9.92K 0.01% 351
2023
Q4 		$600K Buy
2,061
+16
+0.8% +$5.12K 0.01% 349
2023
Q3 		$663K Buy
2,045
+60
+3% +$19.9K 0.01% 323
2023
Q2 		$685K Buy
+1,985
New +$645K 0.01% 341
2022
Q1 		– Sell
-1,897
Closed -$570K – 371
2021
Q4 		$570K Buy
+1,897
New +$569K 0.02% 253

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

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

Modera Wealth Management reduced its Aon (AON) stake by 0.48% in Q2 2026, selling an estimated $20.3K and leaving 13,042 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #200.

Modera Wealth Management first reported a position in AON in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.01M in Q1 2025. 715 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Modera Wealth Management held 13,042 shares of Aon worth $4.33M as of Q2 2026.
  • Modera Wealth Management sold 63 Aon shares in Q2 2026, an estimated $20.3K.
  • Aon made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Modera Wealth Management first reported a position in Aon in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's Aon position peaked at $5.01M in Q1 2025.
  • 715 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.