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Opal Wealth Advisors’s Aon AON Stock Holding History

Opal 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 		– Sell
-384
Closed -$124K – 247
2026
Q1 		$124K Buy
+384
New +$128K 0.03% 255
2025
Q3 		– Sell
-458
Closed -$163K – 216
2025
Q2 		$163K Sell
458
-19
-4% -$6.88K 0.05% 215
2025
Q1 		$190K Buy
+477
New +$183K 0.06% 186
2024
Q3 		– Sell
-541
Closed -$159K – 243
2024
Q2 		$159K Buy
+541
New +$160K 0.05% 209

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

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

Opal Wealth Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 384 shares — an estimated $124K sold.

Opal Wealth Advisors first reported a position in AON in Q2 2024 and held it in 4 quarters. The position peaked at $190K in Q1 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 384 Aon shares in Q2 2026, an estimated $124K.
  • Opal Wealth Advisors first reported a position in Aon in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Aon position peaked at $190K in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.