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ORG Wealth Partners’s Aon AON Stock Holding History

ORG Wealth Partners’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 		$371K Sell
1,120
-271
-19% -$87.4K 0.06% 175
2026
Q1 		$449K Sell
1,391
-203
-13% -$67.5K 0.09% 139
2025
Q4 		$562K Buy
1,594
+699
+78% +$244K 0.13% 112
2025
Q3 		$319K Sell
895
-147
-14% -$53.2K 0.07% 159
2025
Q2 		$372K Buy
1,042
+134
+15% +$48.6K 0.09% 135
2025
Q1 		$362K Buy
+908
New +$348K 0.11% 146

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

ORG Wealth Partners's AON Position: Q2 2026 in Review

ORG Wealth Partners reduced its Aon (AON) stake by 19% in Q2 2026, selling an estimated $87.4K and leaving 1,120 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #175.

ORG Wealth Partners first reported a position in AON in Q1 2025 and has held it in 6 quarters since. The position peaked at $562K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • ORG Wealth Partners held 1,120 shares of Aon worth $371K as of Q2 2026.
  • ORG Wealth Partners sold 271 Aon shares in Q2 2026, an estimated $87.4K.
  • Aon made up 0.06% of ORG Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • ORG Wealth Partners first reported a position in Aon in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Aon position peaked at $562K in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.