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Redwood Wealth Management Group’s Aon AON Stock Holding History

Redwood 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 		– Sell
-1,900
Closed -$613K – 8
2026
Q1 		$613K Hold
1,900
– – 0.26% 79
2025
Q4 		$670K Sell
1,900
-384
-17% -$134K 0.28% 75
2025
Q3 		$814K Sell
2,284
-2
-0.1% -$724 0.35% 62
2025
Q2 		$816K Sell
2,286
-31
-1% -$11.2K 0.37% 58
2025
Q1 		$925K Sell
2,317
-301
-11% -$115K 0.47% 49
2024
Q4 		$939K Sell
2,618
-13
-0.5% -$4.78K 0.46% 51
2024
Q3 		$910K Sell
2,631
-270
-9% -$88.3K 0.45% 53
2024
Q2 		$852K Buy
2,901
+1
+0% +$296 0.64% 29
2024
Q1 		$968K Hold
2,900
– – 1.03% 26
2023
Q4 		$844K Hold
2,900
– – 0.94% 27
2023
Q3 		$940K Hold
2,900
– – 1.1% 21
2023
Q2 		$1M Hold
2,900
– – 1.11% 22
2023
Q1 		$914K Hold
2,900
– – 1.04% 24
2022
Q4 		$870K Buy
+2,900
New +$847K 1.09% 23

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Aon (AON) in Q2 2026, closing a stake of 1,900 shares — an estimated $613K sold.

Redwood Wealth Management Group first reported a position in AON in Q4 2022 and held it in 14 quarters. The position peaked at $1M in Q2 2023. 614 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,900 Aon shares in Q2 2026, an estimated $613K.
  • Redwood Wealth Management Group first reported a position in Aon in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Aon position peaked at $1M in Q2 2023.
  • 614 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.