Principia Wealth Advisory’s Aon AON Stock Holding History

Principia Wealth Advisory’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	$6.3K	Buy	19 +6	+46%	+$1.94K	﹤0.01%	313
2026 Q1	$4.2K	Buy	13 +3	+30%	+$997	﹤0.01%	337
2025 Q4	$3.53K	Sell	10 -1	-9%	-$349	﹤0.01%	337
2025 Q3	$3.92K	Sell	11 -10	-48%	-$3.62K	﹤0.01%	305
2025 Q2	$7.49K	Buy	21 +14	+200%	+$5.07K	0.01%	195
2025 Q1	$2.61K	Buy	7 +2	+40%	+$767	﹤0.01%	251
2024 Q4	$1.8K	Buy	+5	New	+$1.84K	﹤0.01%	258

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

Principia Wealth Advisory's AON Position: Q2 2026 in Review

Principia Wealth Advisory increased its Aon (AON) stake by 46% in Q2 2026, buying an estimated $1.94K and bringing the position to 19 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Principia Wealth Advisory first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.49K in Q2 2025. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Principia Wealth Advisory held 19 shares of Aon worth $6.3K as of Q2 2026.
Principia Wealth Advisory bought 6 Aon shares in Q2 2026, an estimated $1.94K.
Aon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #313 holding.
Principia Wealth Advisory first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Aon position peaked at $7.49K in Q2 2025.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.