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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SOA Wealth Advisors's AON Position: Q1 2026 in Review

SOA Wealth Advisors reduced its Aon (AON) stake by 5.3% in Q1 2026, selling an estimated $997 and leaving 54 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

SOA Wealth Advisors first reported a position in AON in Q4 2020 and has held it in 22 quarters since. The position peaked at $154K in Q1 2022. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

SOA Wealth Advisors held 54 shares of Aon worth $17.4K as of Q1 2026.
SOA Wealth Advisors sold 3 Aon shares in Q1 2026, an estimated $997.
Aon made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #515 holding.
SOA Wealth Advisors first reported a position in Aon in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Aon position peaked at $154K in Q1 2022.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.