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Simplicity Wealth’s Aon AON Stock Holding History

Simplicity Wealth’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 		$338K Sell
1,018
-21
-2% -$6.78K 0.01% 789
2026
Q1 		$335K Buy
1,039
+154
+17% +$51.2K 0.02% 554
2025
Q4 		$312K Sell
885
-1,289
-59% -$450K 0.02% 542
2025
Q3 		$775K Sell
2,174
-2,066
-49% -$747K 0.04% 352
2025
Q2 		$1.51M Buy
4,240
+2,276
+116% +$825K 0.06% 250
2025
Q1 		$784K Buy
1,964
+1,316
+203% +$505K 0.06% 281
2024
Q4 		$233K Sell
648
-10
-2% -$3.68K 0.05% 282
2024
Q3 		$228K Sell
658
-9,475
-94% -$3.1M 0.02% 450
2024
Q2 		$2.97M Sell
10,133
-823
-8% -$243K 0.07% 276
2024
Q1 		$3.66M Buy
+10,956
New +$3.4M 0.09% 235

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

Simplicity Wealth's AON Position: Q2 2026 in Review

Simplicity Wealth reduced its Aon (AON) stake by 2% in Q2 2026, selling an estimated $6.78K and leaving 1,018 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #789.

Simplicity Wealth first reported a position in AON in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.66M in Q1 2024. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Simplicity Wealth held 1,018 shares of Aon worth $338K as of Q2 2026.
  • Simplicity Wealth sold 21 Aon shares in Q2 2026, an estimated $6.78K.
  • Aon made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #789 holding.
  • Simplicity Wealth first reported a position in Aon in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Aon position peaked at $3.66M in Q1 2024.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.