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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
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
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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

SHP Wealth Management's AON Position: Q1 2026 in Review

SHP Wealth Management increased its Aon (AON) stake by 2.1% in Q1 2026, buying an estimated $7.98K and bringing the position to 1,167 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #180.

SHP Wealth Management first reported a position in AON in Q4 2025 and has held it in 2 quarters since. The position peaked at $403K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • SHP Wealth Management held 1,167 shares of Aon worth $377K as of Q1 2026.
  • SHP Wealth Management bought 24 Aon shares in Q1 2026, an estimated $7.98K.
  • Aon made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #180 holding.
  • SHP Wealth Management first reported a position in Aon in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Aon position peaked at $403K in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.