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Redwood Family Wealth’s Aon AON Stock Holding History

Redwood 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 		$281K Sell
847
-3
-0.4% -$968 0.25% 80
2026
Q1 		$274K Sell
850
-10
-1% -$3.32K 0.27% 72
2025
Q4 		$304K Buy
+860
New +$300K 0.3% 67

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

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

Redwood Family Wealth reduced its Aon (AON) stake by 0.35% in Q2 2026, selling an estimated $968 and leaving 847 shares worth $281K. The position accounts for 0.25% of the portfolio, ranked #80.

Redwood Family Wealth first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Redwood Family Wealth held 847 shares of Aon worth $281K as of Q2 2026.
  • Redwood Family Wealth sold 3 Aon shares in Q2 2026, an estimated $968.
  • Aon made up 0.25% of Redwood Family Wealth's portfolio in Q2 2026, its #80 holding.
  • Redwood Family Wealth first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • Redwood Family Wealth's Aon position peaked at $304K in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.