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 Q2	$341K	Buy	1,029 +282	+38%	+$91K	0.01%	262
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 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

Root Financial Partners's AON Position: Q2 2026 in Review

Root Financial Partners increased its Aon (AON) stake by 38% in Q2 2026, buying an estimated $91K and bringing the position to 1,029 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #262.

Root Financial Partners first reported a position in AON in Q3 2025 and has held it in 4 quarters since. 1,264 funds tracked by Wall St. Rank hold AON as of Q2 2026.

Root Financial Partners held 1,029 shares of Aon worth $341K as of Q2 2026.
Root Financial Partners bought 282 Aon shares in Q2 2026, an estimated $91K.
Aon made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #262 holding.
Root Financial Partners first reported a position in Aon in Q3 2025 and has held it in 4 quarters since.
1,264 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.