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Sound Income Strategies’s Aon AON Stock Holding History

Sound Income Strategies’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 		– Sell
-16
Closed -$5.14K – 572
2026
Q1 		$5.14K Sell
16
-12
-43% -$3.99K ﹤0.01% 1810
2025
Q4 		$9.64K Buy
28
+26
+1,300% +$9.08K ﹤0.01% 1488
2025
Q3 		$721 Hold
2
– – ﹤0.01% 1488
2025
Q2 		$714 Buy
+2
New +$725 ﹤0.01% 1415
2023
Q2 		– Hold
0
– – – 1101

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sound Income Strategies's AON Position: Q2 2026 in Review

Sound Income Strategies sold out of Aon (AON) in Q2 2026, closing a stake of 16 shares — an estimated $5.14K sold.

Sound Income Strategies first reported a position in AON in Q2 2025 and held it in 4 quarters. The position peaked at $9.64K in Q4 2025. 526 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Sound Income Strategies reported no remaining Aon position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 16 Aon shares in Q2 2026, an estimated $5.14K.
  • Sound Income Strategies first reported a position in Aon in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's Aon position peaked at $9.64K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.