QTR Family Wealth’s Aon AON Stock Holding History

QTR Family Wealth’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	$629K	Buy	1,896 +1,000	+112%	+$323K	0.22%	100
2026 Q1	$289K	Buy	+896	New	+$298K	0.12%	203

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

QTR Family Wealth's AON Position: Q2 2026 in Review

QTR Family Wealth increased its Aon (AON) stake by 112% in Q2 2026, buying an estimated $323K and bringing the position to 1,896 shares worth $629K. The position accounts for 0.22% of the portfolio, ranked #100.

QTR Family Wealth first reported a position in AON in Q1 2026 and has held it in 2 quarters since. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

QTR Family Wealth held 1,896 shares of Aon worth $629K as of Q2 2026.
QTR Family Wealth bought 1,000 Aon shares in Q2 2026, an estimated $323K.
Aon made up 0.22% of QTR Family Wealth's portfolio in Q2 2026, its #100 holding.
QTR Family Wealth first reported a position in Aon in Q1 2026 and has held it in 2 quarters since.
1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.