Modern Wealth Management’s Aon AON Stock Holding History

Modern 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	$1.49M	Buy	4,497 +1,947	+76%	+$628K	0.02%	434
2026 Q1	$820K	Buy	+2,550	New	+$847K	0.01%	465

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

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

Modern Wealth Management increased its Aon (AON) stake by 76% in Q2 2026, buying an estimated $628K and bringing the position to 4,497 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #434.

Modern Wealth Management first reported a position in AON in Q1 2026 and has held it in 2 quarters since. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Modern Wealth Management held 4,497 shares of Aon worth $1.49M as of Q2 2026.
Modern Wealth Management bought 1,947 Aon shares in Q2 2026, an estimated $628K.
Aon made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #434 holding.
Modern Wealth Management first reported a position in Aon in Q1 2026 and has held it in 2 quarters since.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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