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Prestige Wealth Management Group’s Aon AON Stock Holding History

Prestige Wealth Management 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 		$13.6K Sell
41
-11
-21% -$3.55K ﹤0.01% 402
2026
Q1 		$16.8K Sell
52
-75
-59% -$24.9K ﹤0.01% 353
2025
Q4 		$44.8K Buy
127
+11
+9% +$3.84K 0.01% 268
2025
Q3 		$41.4K Hold
116
– – 0.01% 286
2025
Q2 		$41.4K Hold
116
– – 0.01% 279
2025
Q1 		$46.3K Sell
116
-10
-8% -$3.83K 0.01% 260
2024
Q4 		$45.3K Hold
126
– – 0.01% 266
2024
Q3 		$43.6K Hold
126
– – 0.01% 261
2024
Q2 		$37K Sell
126
-406
-76% -$120K 0.01% 252
2024
Q1 		$178K Buy
532
+6
+1% +$1.86K 0.04% 162
2023
Q4 		$153K Sell
526
-520
-50% -$166K 0.03% 153
2023
Q3 		$339K Buy
1,046
+546
+109% +$181K 0.08% 101
2023
Q2 		$173K Buy
500
+355
+245% +$115K 0.04% 158
2023
Q1 		$45.7K Buy
145
+5
+4% +$1.55K 0.01% 251
2022
Q4 		$42K Buy
140
+3
+2% +$877 0.01% 273
2022
Q3 		$37K Sell
137
-8
-6% -$2.26K 0.01% 253
2022
Q2 		$39K Buy
145
+85
+142% +$24.4K 0.01% 259
2022
Q1 		$20K Buy
60
+15
+33% +$4.36K ﹤0.01% 347
2021
Q4 		$14K Sell
45
-10
-18% -$3K ﹤0.01% 429
2021
Q3 		$16K Hold
55
– – ﹤0.01% 402
2021
Q2 		$13K Sell
55
-4
-7% -$978 ﹤0.01% 422
2021
Q1 		$14K Hold
59
– – ﹤0.01% 400
2020
Q4 		$12K Sell
59
-224
-79% -$45.7K ﹤0.01% 419
2020
Q3 		$58K Buy
283
+142
+101% +$28.4K 0.02% 231
2020
Q2 		$27K Buy
141
+47
+50% +$8.76K 0.01% 293
2020
Q1 		$16K Buy
+94
New +$19.2K 0.01% 313
2019
Q1 		– Sell
-20
Closed -$3K – 526
2018
Q4 		$3K Buy
+20
New +$3.11K ﹤0.01% 695

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

Prestige Wealth Management Group's AON Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Aon (AON) stake by 21% in Q2 2026, selling an estimated $3.55K and leaving 41 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Prestige Wealth Management Group first reported a position in AON in Q4 2018 and has held it in 27 quarters since. The position peaked at $339K in Q3 2023. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Prestige Wealth Management Group held 41 shares of Aon worth $13.6K as of Q2 2026.
  • Prestige Wealth Management Group sold 11 Aon shares in Q2 2026, an estimated $3.55K.
  • Aon made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #402 holding.
  • Prestige Wealth Management Group first reported a position in Aon in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Aon position peaked at $339K in Q3 2023.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.