Optimize Financial’s Aon AON Stock Holding History

Optimize Financial’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	$462K	Sell	1,394 -4	-0.3%	-$1.29K	0.17%	174
2026 Q1	$451K	Buy	+1,398	New	+$465K	0.22%	146

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

Optimize Financial's AON Position: Q2 2026 in Review

Optimize Financial reduced its Aon (AON) stake by 0.29% in Q2 2026, selling an estimated $1.29K and leaving 1,394 shares worth $462K. The position accounts for 0.17% of the portfolio, ranked #174.

Optimize Financial 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.

Optimize Financial held 1,394 shares of Aon worth $462K as of Q2 2026.
Optimize Financial sold 4 Aon shares in Q2 2026, an estimated $1.29K.
Aon made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #174 holding.
Optimize Financial 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 Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.