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Sagespring Wealth Partners’s Aon AON Stock Holding History

Sagespring Wealth 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 		$691K Buy
2,142
+358
+20% +$119K 0.01% 417
2025
Q4 		$629K Sell
1,784
-152
-8% -$53.1K 0.01% 417
2025
Q3 		$690K Buy
1,936
+432
+29% +$156K 0.01% 381
2025
Q2 		$537K Sell
1,504
-201
-12% -$72.8K 0.01% 421
2025
Q1 		$680K Buy
1,705
+242
+17% +$92.8K 0.02% 321
2024
Q4 		$525K Buy
+1,463
New +$538K 0.01% 337

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

Sagespring Wealth Partners's AON Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Aon (AON) stake by 20% in Q1 2026, buying an estimated $119K and bringing the position to 2,142 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #417.

Sagespring Wealth Partners first reported a position in AON in Q4 2024 and has held it in 6 quarters since. 1,253 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Sagespring Wealth Partners held 2,142 shares of Aon worth $691K as of Q1 2026.
  • Sagespring Wealth Partners bought 358 Aon shares in Q1 2026, an estimated $119K.
  • Aon made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #417 holding.
  • Sagespring Wealth Partners first reported a position in Aon in Q4 2024 and has held it in 6 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.