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SHP Wealth Management’s Aon AON Stock Holding History

SHP 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 		$391K Buy
1,180
+13
+1% +$4.19K 0.03% 207
2026
Q1 		$377K Buy
1,167
+24
+2% +$7.98K 0.03% 180
2025
Q4 		$403K Buy
+1,143
New +$399K 0.03% 169

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Aon (AON) stake by 1.1% in Q2 2026, buying an estimated $4.19K and bringing the position to 1,180 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #207.

SHP Wealth Management first reported a position in AON in Q4 2025 and has held it in 3 quarters since. The position peaked at $403K in Q4 2025. 1,268 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • SHP Wealth Management held 1,180 shares of Aon worth $391K as of Q2 2026.
  • SHP Wealth Management bought 13 Aon shares in Q2 2026, an estimated $4.19K.
  • Aon made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #207 holding.
  • SHP Wealth Management first reported a position in Aon in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Aon position peaked at $403K in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.