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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
Q2 		$809K Buy
2,439
+297
+14% +$95.8K 0.01% 394
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 $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

Sagespring Wealth Partners's AON Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Aon (AON) stake by 14% in Q2 2026, buying an estimated $95.8K and bringing the position to 2,439 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #394.

Sagespring Wealth Partners first reported a position in AON in Q4 2024 and has held it in 7 quarters since. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Sagespring Wealth Partners held 2,439 shares of Aon worth $809K as of Q2 2026.
  • Sagespring Wealth Partners bought 297 Aon shares in Q2 2026, an estimated $95.8K.
  • Aon made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #394 holding.
  • Sagespring Wealth Partners first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.