MPS Loria Financial Planners’s Aon AON Stock Holding History

MPS Loria Financial Planners’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 Q1	$332K	Hold	1,030	–	–	0.09%	65
2025 Q4	$363K	Hold	1,030	–	–	0.09%	60
2025 Q3	$367K	Hold	1,030	–	–	0.1%	58
2025 Q2	$367K	Hold	1,030	–	–	0.11%	57
2025 Q1	$411K	Hold	1,030	–	–	0.12%	50
2024 Q4	$370K	Hold	1,030	–	–	0.11%	53
2024 Q3	$356K	Hold	1,030	–	–	0.11%	56
2024 Q2	$302K	Hold	1,030	–	–	0.1%	61
2024 Q1	$344K	Hold	1,030	–	–	0.12%	57
2023 Q4	$300K	Hold	1,030	–	–	0.11%	60
2023 Q3	$334K	Hold	1,030	–	–	0.13%	51
2023 Q2	$356K	Hold	1,030	–	–	0.13%	52
2023 Q1	$325K	Buy	1,030 +18	+2%	+$5.57K	0.13%	50
2022 Q4	$304K	Sell	1,012 -18	-2%	-$5.26K	0.14%	54
2022 Q3	$276K	Buy	1,030 +17	+2%	+$4.81K	0.11%	57
2022 Q2	$273K	Sell	1,013 -1	-0.1%	-$287	0.12%	56
2022 Q1	$330K	Hold	1,014	–	–	0.14%	57
2021 Q4	$304K	Sell	1,014 -68	-6%	-$20.4K	0.12%	61
2021 Q3	$309K	Hold	1,082	–	–	0.14%	54
2021 Q2	$258K	Hold	1,082	–	–	0.12%	65
2021 Q1	$248K	Hold	1,082	–	–	0.12%	67
2020 Q4	$221K	Buy	1,082 +82	+8%	+$16.7K	0.1%	72
2020 Q3	$206K	Hold	1,000	–	–	0.11%	69
2020 Q2	$193K	Buy	+1,000	New	+$186K	0.1%	71
2020 Q1	–	Sell	-1,000	Closed	-$208K	–	67
2019 Q4	$208K	Buy	+1,000	New	+$198K	0.12%	71
2017 Q3	–	Sell	-1,000	Closed	-$139K	–	89
2017 Q2	$139K	Buy	+1,000	New	+$126K	0.09%	96

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MPS Loria Financial Planners's AON Position: Q1 2026 in Review

MPS Loria Financial Planners held its Aon (AON) position steady in Q1 2026 at 1,030 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #65.

MPS Loria Financial Planners first reported a position in AON in Q2 2017 and has held it in 26 quarters since. The position peaked at $411K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

MPS Loria Financial Planners held 1,030 shares of Aon worth $332K as of Q1 2026.
MPS Loria Financial Planners left its Aon share count unchanged in Q1 2026.
Aon made up 0.09% of MPS Loria Financial Planners's portfolio in Q1 2026, its #65 holding.
MPS Loria Financial Planners first reported a position in Aon in Q2 2017 and has held it in 26 quarters since.
MPS Loria Financial Planners's Aon position peaked at $411K in Q1 2025.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.