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Portside Wealth Group’s Aon AON Stock Holding History

Portside Wealth Group’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 		– Sell
-4,092
Closed -$1.32M – 517
2026
Q1 		$1.32M Sell
4,092
-2,959
-42% -$983K 0.18% 136
2025
Q4 		$2.49M Sell
7,051
-1,898
-21% -$663K 0.33% 69
2025
Q3 		$3.19M Sell
8,949
-1,679
-16% -$607K 0.44% 55
2025
Q2 		$3.79M Sell
10,628
-427
-4% -$155K 0.56% 45
2025
Q1 		$4.41M Buy
11,055
+9,302
+531% +$3.57M 0.72% 34
2024
Q4 		$630K Sell
1,753
-29
-2% -$10.7K 0.1% 197
2024
Q3 		$617K Buy
1,782
+174
+11% +$56.9K 0.11% 200
2024
Q2 		$472K Sell
1,608
-180
-10% -$53.2K 0.09% 222
2024
Q1 		$597K Buy
1,788
+347
+24% +$108K 0.11% 193
2023
Q4 		$419K Sell
1,441
-22
-2% -$7.04K 0.08% 227
2023
Q3 		$476K Buy
1,463
+26
+2% +$8.6K 0.09% 194
2023
Q2 		$496K Buy
+1,437
New +$467K 0.09% 198

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

Portside Wealth Group's AON Position: Q2 2026 in Review

Portside Wealth Group sold out of Aon (AON) in Q2 2026, closing a stake of 4,092 shares — an estimated $1.32M sold.

Portside Wealth Group first reported a position in AON in Q2 2023 and held it in 12 quarters. The position peaked at $4.41M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Portside Wealth Group reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 4,092 Aon shares in Q2 2026, an estimated $1.32M.
  • Portside Wealth Group first reported a position in Aon in Q2 2023 and held it in 12 quarters.
  • Portside Wealth Group's Aon position peaked at $4.41M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.