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Sendero Wealth Management’s Aon AON Stock Holding History

Sendero Wealth Management’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 		– Sell
-716
Closed -$231K – 212
2026
Q1 		$231K Sell
716
-1,690
-70% -$562K 0.03% 194
2025
Q4 		$849K Sell
2,406
-8
-0.3% -$2.79K 0.09% 120
2025
Q3 		$861K Buy
2,414
+6
+0.2% +$2.17K 0.1% 114
2025
Q2 		$859K Sell
2,408
-809
-25% -$293K 0.11% 111
2025
Q1 		$1.28M Sell
3,217
-1,322
-29% -$507K 0.18% 77
2024
Q4 		$1.63M Hold
4,539
– – 0.24% 65
2024
Q3 		$1.57M Hold
4,539
– – 0.25% 59
2024
Q2 		$1.33M Buy
4,539
+1,482
+48% +$438K 0.22% 62
2024
Q1 		$1.02M Buy
3,057
+173
+6% +$53.6K 0.18% 77
2023
Q4 		$839K Buy
2,884
+597
+26% +$191K 0.16% 93
2023
Q3 		$741K Buy
2,287
+140
+7% +$46.3K 0.16% 86
2023
Q2 		$741K Sell
2,147
-2,152
-50% -$699K 0.16% 89
2023
Q1 		$1.36M Sell
4,299
-2,472
-37% -$765K 0.42% 54
2022
Q4 		$2.03M Sell
6,771
-352
-5% -$103K 0.72% 23
2022
Q3 		$1.91M Buy
7,123
+849
+14% +$240K 0.79% 17
2022
Q2 		$1.69M Buy
6,274
+1,156
+23% +$332K 1.62% 15
2022
Q1 		$1.67M Sell
5,118
-464
-8% -$135K 0.77% 16
2021
Q4 		$1.68M Buy
+5,582
New +$1.67M 0.74% 19

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

Sendero Wealth Management's AON Position: Q2 2026 in Review

Sendero Wealth Management sold out of Aon (AON) in Q2 2026, closing a stake of 716 shares — an estimated $231K sold.

Sendero Wealth Management first reported a position in AON in Q4 2021 and held it in 18 quarters. The position peaked at $2.03M in Q4 2022. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Sendero Wealth Management reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 716 Aon shares in Q2 2026, an estimated $231K.
  • Sendero Wealth Management first reported a position in Aon in Q4 2021 and held it in 18 quarters.
  • Sendero Wealth Management's Aon position peaked at $2.03M in Q4 2022.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.