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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Simplicity Wealth's AON Position: Q1 2026 in Review

Simplicity Wealth increased its Aon (AON) stake by 17% in Q1 2026, buying an estimated $51.2K and bringing the position to 1,039 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #554.

Simplicity Wealth first reported a position in AON in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q1 2024. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

  • Simplicity Wealth held 1,039 shares of Aon worth $335K as of Q1 2026.
  • Simplicity Wealth bought 154 Aon shares in Q1 2026, an estimated $51.2K.
  • Aon made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #554 holding.
  • Simplicity Wealth first reported a position in Aon in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Aon position peaked at $3.66M in Q1 2024.
  • 1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.