Portus Wealth Advisors’s Aon AON Stock Holding History

Portus 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	–	Sell	-2	Closed	-$646	–	79
2026 Q1	$646	Buy	+2	New	+$665	﹤0.01%	451

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

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

Portus Wealth Advisors sold out of Aon (AON) in Q2 2026, closing a stake of 2 shares — an estimated $646 sold.

Portus Wealth Advisors first reported a position in AON in Q1 2026 and held it in 1 quarter. The position peaked at $646 in Q1 2026. 1,255 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Portus Wealth Advisors reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 2 Aon shares in Q2 2026, an estimated $646.
Portus Wealth Advisors first reported a position in Aon in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Aon position peaked at $646 in Q1 2026.
1,255 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.