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SOA Wealth Advisors’s Aon AON Stock Holding History

SOA Wealth Advisors’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 		$17.9K Hold
54
– – ﹤0.01% 536
2026
Q1 		$17.4K Sell
54
-3
-5% -$997 ﹤0.01% 515
2025
Q4 		$20.1K Sell
57
-1
-2% -$349 ﹤0.01% 501
2025
Q3 		$20.7K Hold
58
– – ﹤0.01% 511
2025
Q2 		$20.7K Sell
58
-12
-17% -$4.35K ﹤0.01% 496
2025
Q1 		$27.9K Hold
70
– – 0.01% 414
2024
Q4 		$25.1K Hold
70
– – ﹤0.01% 421
2024
Q3 		$24.2K Hold
70
– – ﹤0.01% 420
2024
Q2 		$20.6K Sell
70
-4
-5% -$1.18K ﹤0.01% 437
2024
Q1 		$24.7K Hold
74
– – 0.01% 410
2023
Q4 		$21.5K Hold
74
– – ﹤0.01% 420
2023
Q3 		$24K Hold
74
– – 0.01% 390
2023
Q2 		$25.5K Hold
74
– – 0.01% 390
2023
Q1 		$23.3K Hold
74
– – 0.01% 398
2022
Q4 		$22.2K Hold
74
– – 0.01% 390
2022
Q3 		$19K Sell
74
-12
-14% -$3.39K 0.01% 393
2022
Q2 		$23K Sell
86
-389
-82% -$112K 0.01% 356
2022
Q1 		$154K Hold
475
– – 0.04% 189
2021
Q4 		$142K Buy
475
+54
+13% +$16.2K 0.03% 189
2021
Q3 		$120K Sell
421
-3
-0.7% -$806 0.03% 203
2021
Q2 		$101K Buy
424
+256
+152% +$62.6K 0.03% 213
2021
Q1 		$38K Buy
168
+8
+5% +$1.76K 0.01% 299
2020
Q4 		$36K Buy
+160
New +$32.7K 0.01% 302

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

SOA Wealth Advisors's AON Position: Q2 2026 in Review

SOA Wealth Advisors held its Aon (AON) position steady in Q2 2026 at 54 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

SOA Wealth Advisors first reported a position in AON in Q4 2020 and has held it in 23 quarters since. The position peaked at $154K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • SOA Wealth Advisors held 54 shares of Aon worth $17.9K as of Q2 2026.
  • SOA Wealth Advisors left its Aon share count unchanged in Q2 2026.
  • Aon made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #536 holding.
  • SOA Wealth Advisors first reported a position in Aon in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Aon position peaked at $154K in Q1 2022.
  • 1,263 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.