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Sound View Wealth Advisors Group’s Aon AON Stock Holding History

Sound View Wealth Advisors Group’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 		$635K Buy
1,914
+48
+3% +$15.5K 0.04% 257
2026
Q1 		$602K Sell
1,866
-69
-4% -$22.9K 0.04% 256
2025
Q4 		$683K Buy
1,935
+29
+2% +$10.1K 0.05% 237
2025
Q3 		$680K Sell
1,906
-18
-0.9% -$6.51K 0.05% 243
2025
Q2 		$686K Sell
1,924
-113
-6% -$40.9K 0.05% 233
2025
Q1 		$813K Sell
2,037
-10
-0.5% -$3.83K 0.07% 204
2024
Q4 		$735K Buy
2,047
+68
+3% +$25K 0.06% 217
2024
Q3 		$685K Buy
1,979
+9
+0.5% +$2.94K 0.06% 224
2024
Q2 		$578K Sell
1,970
-127
-6% -$37.5K 0.06% 224
2024
Q1 		$700K Sell
2,097
-1,356
-39% -$420K 0.07% 204
2023
Q4 		$1M Sell
3,453
-306
-8% -$98K 0.11% 156
2023
Q3 		$1.22M Buy
3,759
+201
+6% +$66.5K 0.15% 126
2023
Q2 		$1.23M Buy
3,558
+11
+0.3% +$3.57K 0.16% 124
2023
Q1 		$1.12M Buy
3,547
+94
+3% +$29.1K 0.15% 130
2022
Q4 		$1M Buy
3,453
+723
+26% +$211K 0.11% 156
2022
Q3 		$731K Sell
2,730
-7
-0.3% -$1.98K 0.16% 123
2022
Q2 		$738K Sell
2,737
-131
-5% -$37.7K 0.15% 129
2022
Q1 		$934K Sell
2,868
-1,381
-33% -$402K 0.18% 117
2021
Q4 		$1.28M Sell
4,249
-192
-4% -$57.6K 0.24% 103
2021
Q3 		$1.27M Buy
4,441
+15
+0.3% +$4.03K 0.27% 96
2021
Q2 		$1.06M Buy
4,426
+148
+3% +$36.2K 0.22% 109
2021
Q1 		$984K Buy
4,278
+369
+9% +$81.2K 0.23% 100
2020
Q4 		$826K Buy
3,909
+284
+8% +$58K 0.2% 114
2020
Q3 		$748K Buy
3,625
+98
+3% +$19.6K 0.2% 118
2020
Q2 		$679K Buy
3,527
+867
+33% +$162K 0.19% 113
2020
Q1 		$439K Buy
2,660
+199
+8% +$40.7K 0.15% 128
2019
Q4 		$513K Buy
2,461
+168
+7% +$33.3K 0.14% 136
2019
Q3 		$444K Buy
2,293
+578
+34% +$112K 0.13% 149
2019
Q2 		$331K Buy
+1,715
New +$311K 0.1% 179

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

Sound View Wealth Advisors Group's AON Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Aon (AON) stake by 2.6% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,914 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #257.

Sound View Wealth Advisors Group first reported a position in AON in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.28M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,914 shares of Aon worth $635K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 48 Aon shares in Q2 2026, an estimated $15.5K.
  • Aon made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #257 holding.
  • Sound View Wealth Advisors Group first reported a position in Aon in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Aon position peaked at $1.28M in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.