Physician Wealth Advisors’s Aon AON Stock Holding History

Physician 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	$30.2K	Buy	91 +43	+90%	+$13.9K	﹤0.01%	548
2026 Q1	$15.5K	Sell	48 -5	-9%	-$1.66K	﹤0.01%	686
2025 Q4	$18.7K	Sell	53 -7	-12%	-$2.44K	﹤0.01%	609
2025 Q3	$21.4K	Buy	60 +37	+161%	+$13.4K	﹤0.01%	563
2025 Q2	$8.22K	Buy	23 +1	+5%	+$362	﹤0.01%	678
2025 Q1	$8.79K	Hold	22	–	–	﹤0.01%	629
2024 Q4	$7.92K	Buy	+22	New	+$8.09K	﹤0.01%	661

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

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

Physician Wealth Advisors increased its Aon (AON) stake by 90% in Q2 2026, buying an estimated $13.9K and bringing the position to 91 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Physician Wealth Advisors first reported a position in AON in Q4 2024 and has held it in 7 quarters since. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Physician Wealth Advisors held 91 shares of Aon worth $30.2K as of Q2 2026.
Physician Wealth Advisors bought 43 Aon shares in Q2 2026, an estimated $13.9K.
Aon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #548 holding.
Physician Wealth Advisors first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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