NW
AON icon

NewEdge Wealth’s Aon AON Stock Holding History

NewEdge Wealth’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 		$1.98M Sell
5,982
-141
-2% -$45.5K 0.02% 462
2026
Q1 		$1.98M Sell
6,123
-10,684
-64% -$3.55M 0.02% 428
2025
Q4 		$5.93M Buy
16,807
+8,810
+110% +$3.08M 0.07% 201
2025
Q3 		$2.73M Buy
7,997
+1,601
+25% +$579K 0.04% 320
2025
Q2 		$2.33M Sell
6,396
-1,156
-15% -$419K 0.04% 347
2025
Q1 		$3.01M Buy
7,552
+3,090
+69% +$1.18M 0.05% 268
2024
Q4 		$1.6M Buy
4,462
+25
+0.6% +$9.19K 0.03% 399
2024
Q3 		$1.54M Sell
4,437
-656
-13% -$215K 0.03% 391
2024
Q2 		$1.5M Sell
5,093
-12
-0.2% -$3.55K 0.03% 357
2024
Q1 		$1.43M Buy
5,105
+289
+6% +$89.6K 0.03% 370
2023
Q4 		$1.4M Buy
4,816
+1,208
+33% +$387K 0.04% 354
2023
Q3 		$1.17M Buy
3,608
+205
+6% +$67.8K 0.04% 333
2023
Q2 		$1.17M Buy
3,403
+254
+8% +$82.5K 0.04% 326
2023
Q1 		$993K Buy
3,149
+55
+2% +$17K 0.04% 317
2022
Q4 		$929K Buy
3,094
+473
+18% +$138K 0.04% 298
2022
Q3 		$702K Sell
2,621
-756
-22% -$214K 0.03% 303
2022
Q2 		$911K Buy
3,377
+1,721
+104% +$495K 0.04% 297
2022
Q1 		$539K Buy
1,656
+757
+84% +$220K 0.02% 289
2021
Q4 		$270K Buy
+899
New +$270K 0.01% 352

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

NewEdge Wealth's AON Position: Q2 2026 in Review

NewEdge Wealth reduced its Aon (AON) stake by 2.3% in Q2 2026, selling an estimated $45.5K and leaving 5,982 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #462.

NewEdge Wealth first reported a position in AON in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.93M in Q4 2025. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • NewEdge Wealth held 5,982 shares of Aon worth $1.98M as of Q2 2026.
  • NewEdge Wealth sold 141 Aon shares in Q2 2026, an estimated $45.5K.
  • Aon made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #462 holding.
  • NewEdge Wealth first reported a position in Aon in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Aon position peaked at $5.93M in Q4 2025.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.