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PDS Planning’s Aon AON Stock Holding History

PDS Planning’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 		$487K Sell
1,467
-11
-0.7% -$3.55K 0.03% 304
2026
Q1 		$477K Buy
1,478
+72
+5% +$23.9K 0.03% 280
2025
Q4 		$496K Sell
1,406
-90
-6% -$31.4K 0.03% 257
2025
Q3 		$533K Sell
1,496
-23
-2% -$8.32K 0.04% 231
2025
Q2 		$542K Buy
1,519
+554
+57% +$201K 0.04% 221
2025
Q1 		$385K Buy
965
+113
+13% +$43.3K 0.03% 266
2024
Q4 		$306K Buy
852
+18
+2% +$6.62K 0.03% 289
2024
Q3 		$289K Buy
834
+3
+0.4% +$981 0.03% 303
2024
Q2 		$244K Sell
831
-1
-0.1% -$296 0.02% 313
2024
Q1 		$278K Sell
832
-2
-0.2% -$620 0.03% 279
2023
Q4 		$243K Sell
834
-7
-0.8% -$2.24K 0.03% 286
2023
Q3 		$273K Buy
841
+25
+3% +$8.27K 0.04% 224
2023
Q2 		$282K Buy
816
+156
+24% +$50.7K 0.04% 229
2023
Q1 		$208K Buy
+660
New +$204K 0.03% 260

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

PDS Planning's AON Position: Q2 2026 in Review

PDS Planning reduced its Aon (AON) stake by 0.74% in Q2 2026, selling an estimated $3.55K and leaving 1,467 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #304.

PDS Planning first reported a position in AON in Q1 2023 and has held it in 14 quarters since. The position peaked at $542K in Q2 2025. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • PDS Planning held 1,467 shares of Aon worth $487K as of Q2 2026.
  • PDS Planning sold 11 Aon shares in Q2 2026, an estimated $3.55K.
  • Aon made up 0.03% of PDS Planning's portfolio in Q2 2026, its #304 holding.
  • PDS Planning first reported a position in Aon in Q1 2023 and has held it in 14 quarters since.
  • PDS Planning's Aon position peaked at $542K in Q2 2025.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.