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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Opal Wealth Advisors's AON Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Aon (AON) in Q1 2026: 384 shares worth $124K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in AON as recently as Q2 2025.

Opal Wealth Advisors first reported a position in AON in Q2 2024 and has held it in 4 quarters since. The position peaked at $190K in Q1 2025. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Opal Wealth Advisors held 384 shares of Aon worth $124K as of Q1 2026.
  • Aon was a new Opal Wealth Advisors position in Q1 2026.
  • Aon made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #255 holding.
  • Opal Wealth Advisors first reported a position in Aon in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's Aon position peaked at $190K in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.