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Savvy Advisors Inc’s Aon AON Stock Holding History

Savvy Advisors Inc’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 		$303K Sell
913
-102
-10% -$32.9K 0.01% 994
2026
Q1 		$328K Buy
1,015
+90
+10% +$29.9K 0.01% 826
2025
Q4 		$326K Buy
925
+72
+8% +$25.1K 0.01% 735
2025
Q3 		$304K Buy
853
+178
+26% +$64.4K 0.01% 615
2025
Q2 		$241K Buy
+675
New +$245K 0.02% 537

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

Savvy Advisors Inc's AON Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Aon (AON) stake by 10% in Q2 2026, selling an estimated $32.9K and leaving 913 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #994.

Savvy Advisors Inc first reported a position in AON in Q2 2025 and has held it in 5 quarters since. The position peaked at $328K in Q1 2026. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Savvy Advisors Inc held 913 shares of Aon worth $303K as of Q2 2026.
  • Savvy Advisors Inc sold 102 Aon shares in Q2 2026, an estimated $32.9K.
  • Aon made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #994 holding.
  • Savvy Advisors Inc first reported a position in Aon in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Aon position peaked at $328K in Q1 2026.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.