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Root Financial Partners’s Aon AON Stock Holding History

Root Financial Partners’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
Q1 		$241K Buy
747
+434
+139% +$144K 0.01% 298
2025
Q4 		$110K Sell
313
-30
-9% -$10.5K 0.01% 435
2025
Q3 		$122K Buy
+343
New +$124K 0.01% 381

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Root Financial Partners's AON Position: Q1 2026 in Review

Root Financial Partners increased its Aon (AON) stake by 139% in Q1 2026, buying an estimated $144K and bringing the position to 747 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #298.

Root Financial Partners first reported a position in AON in Q3 2025 and has held it in 3 quarters since. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Root Financial Partners held 747 shares of Aon worth $241K as of Q1 2026.
  • Root Financial Partners bought 434 Aon shares in Q1 2026, an estimated $144K.
  • Aon made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #298 holding.
  • Root Financial Partners first reported a position in Aon in Q3 2025 and has held it in 3 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.